Wealth Management Associate

7 hours ago


Yardley, United States Turning Point Financial Full time
Job DescriptionJob Description

Job description

Job Title: Wealth Management Associate

Company Description:
Join a dynamic team at Turning Point Financial a leading financial services firm dedicated to helping clients achieve their financial goals. Learn more about us at (https://turningpointfinancial.nm.com/).

Job Summary:
As a Wealth Management Associate at Turning Point Financial, you will play a vital role in the investment department of the firm.

Duties:
- Assist in portfolio management and asset allocation activities.
- Provide support in technical accounting tasks and ensure compliance with regulatory requirements.
- Build and maintain strong customer relationships through effective communication and service delivery.

Requirements:
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Series 7, and 63 preferred
- Proven experience or knowledge in tax planning, estate planning, public accounting, financial sales, asset management.
- Familiarity with financial analysis techniques and portfolio management principles.
- Excellent customer relationship management skills.
- Ability to work collaboratively in a team environment.

Join our team and embark on a rewarding career where you can make a difference in clients' financial well-being. Apply now to be part of our dedicated team

Job Type: Full-time

Schedule:

 

  • Monday to Friday

 

Experience:

 

  • Financial planning: 1 year (Preferred)

 

License/Certification:

 

  • CFP (Preferred)
  • FINRA License (Preferred)

 

Ability to Commute:

 

  • Yardley, PA 19067 (Required)

 

Ability to Relocate:

 

  • Yardley, PA 19067: Relocate before starting work (Required)

 

Work Location: In person

Company DescriptionTurning Point Financial is a goals-based, planning-driven financial services team. Our purpose is to help provide our clients with financial security through expert guidance, innovative solutions and enduring relationships.Company DescriptionTurning Point Financial is a goals-based, planning-driven financial services team. Our purpose is to help provide our clients with financial security through expert guidance, innovative solutions and enduring relationships.

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