Wealth Management Associate
2 weeks ago
We are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Jobot. As a key member of our client service team, you will play a vital role in managing client relationships, developing financial plans, and facilitating best practices.
Key Responsibilities:
- Serve as a trusted advisor to high-net-worth families and business owners, providing personalized financial planning and investment management services.
- Develop and maintain strong relationships with clients, prospects, and team members through effective communication and collaboration.
- Stay up-to-date with industry trends and best practices, applying this knowledge to drive business growth and improve client outcomes.
- Work closely with our wealth management team to identify new business opportunities and develop strategic plans to capitalize on them.
What We Offer:
- A competitive salary and bonus plan, with opportunities for professional growth and development.
- A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) matching program.
- Access to cutting-edge financial planning software and tools, including eMoney Advisor and CRM systems.
- A dynamic and supportive work environment, with opportunities to collaborate with a talented team of professionals.
Requirements:
- Undergraduate degree in a business-related field, with a minimum of 3 years of experience in the wealth management or financial services industry.
- Strong analytical and problem-solving skills, with the ability to work efficiently and effectively in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to register as an Investment Adviser Representative (Series 65) or obtain within 90 days of employment.
Why Join Us?
At Jobot, we are passionate about improving the well-being of our clients, their families, and our communities. We offer a holistic, total reward package that empowers our teams to thrive in their professional and personal lives. If you are a motivated and dedicated individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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