Wealth Management Associate
2 weeks ago
Exciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firm
This position is hosted by: Jobot
Compensation:
$80,000 - $120,000 annually
About Us:
We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve.
With over two decades of experience, we cater to the financial planning needs of our clients through a growing network of offices across the country.
Driven by innovation and a commitment to equality, we strive to exceed client expectations and support them in achieving their financial goals.
What We Offer:
Comprehensive compensation and bonus structure
Robust medical, dental, and vision coverage
Basic life and disability insurance
401(k) matching program
Financial assistance for approved certifications and training
Opportunities for technical, leadership, and sales training
Flexible, unlimited time off
Paid parental leave
Position Overview
Our team is seeking a Wealth Management Associate to support clients, financial advisors, and team members in various capacities to serve a clientele of high-net-worth individuals and business owners.
In this role, you will gain exposure to numerous facets of the wealth management sector, including operations, financial planning, investment management, case development, client service, and business development.
Key Responsibilities:
Participate in the client service team to help manage client relationships.
Engage in client and prospect meetings, as well as networking events.
Develop proficiency with our financial planning software to assist in crafting financial strategies.
Prepare investment analysis and financial-related projects as required.
Become adept in our CRM system, managing workflows and documentation needs.
Support best practices and assist in ensuring compliance with regulatory requirements.
Qualifications:
Bachelor's Degree, ideally in a business-related discipline
A minimum of 3 years of experience in Wealth Management or Financial Services
Familiarity with financial planning software tools, including Schwab Institutional, eMoney Advisor, and CRM systems
Strong verbal and written communication skills for interaction with clients and team members
Ability to work independently and efficiently to complete projects
Excellent organizational skills with the capacity to manage multiple tasks and projects
Basic understanding of income taxation and the implications of portfolio transactions
Ability to register as an Investment Adviser Representative–active series 65 registration–or willingness to obtain within 90 days of employment
CFP designation preferred
Interested in learning more? Please consider applying for this opportunity.
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