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Senior Wealth Management Associate

2 months ago

Alexander City, Alabama, United States augmentjobs Full time

Job Title: Senior Wealth Management Associate

Job Overview: Augment Jobs is seeking a highly skilled Senior Wealth Management Associate to join our team of financial experts. As a key member of our wealth management team, you will be responsible for providing personalized financial advice and managing investment portfolios for high-net-worth clients.

Key Responsibilities:
  • Collaborate with senior wealth managers to develop and implement comprehensive wealth management strategies that meet client financial goals.
  • Manage client investment portfolios, providing expert recommendations for growth, risk management, and liquidity.
  • Conduct thorough financial analysis and stay up-to-date on market trends to guide client decisions.
  • Prepare detailed financial reports and assist in client presentations.
  • Maintain strong client relationships by providing ongoing advice and addressing any client concerns or inquiries.
  • Ensure compliance with regulatory standards and internal policies.
  • Support business development efforts and participate in client acquisition activities.
Requirements:
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • At least 23 years of experience in financial planning, investment advisory, or wealth management.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial software and Microsoft Office Suite.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is a plus.
  • Demonstrated ability to manage multiple client accounts and prioritize tasks.
Benefits:
  • Salary: Competitive and based on experience and qualifications.
  • Performance-based bonuses.
  • Comprehensive health and dental insurance.