Wealth Management Associate

4 days ago


Downers Grove, Illinois, United States Apollon Wealth Management Full time

Apollon Wealth Management is seeking a skilled Wealth Management Associate to join our team. This role offers a competitive salary of $70,000 - $90,000 per year, depending on experience.

Job Description:

The successful candidate will be responsible for delivering exceptional wealth management services to clients and financial advisors. Key responsibilities include:

  • Providing valuable support to advisors by gathering information and facilitating client interactions
  • Creating follow-up tasks based on client meetings and inquiries
  • Collaborating with advisors to execute trading orders and manage client portfolios
  • Meticulously tracking and reporting task progress and outstanding client requests

Requirements:

  • 3+ years recent industry experience required
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms required
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities


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