Bilingual Wealth Management Associate
2 weeks ago
Join Our Team as a Wealth Management Associate at IPG
Are you ready to kick-start your career in wealth management within a dynamic, supportive environment? At IPG, we are looking for a dedicated Wealth Management Associate fluent in both English and Spanish, who is eager to develop their expertise in financial strategies and client management. This entry-level role is tailored for individuals aspiring to build foundational knowledge, acquire necessary licenses, and advance within the wealth management sector. If you are passionate about delivering exceptional client service and thrive in a fast-paced environment, IPG is your platform to excel.
As a Wealth Management Associate, you will provide essential support to our Relationship Managers (RMs) and VPs of Wealth Management. You'll play a key role in enhancing client relationships and engagement through effective administrative, sales, and client experience support.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Manage client accounts, including account opening, administration, and closure, as well as handling wire transfers and monthly statements.
- Provide timely responses to client inquiries and support the advisory team with analysis, proposals, and presentations.
- Ensure strict compliance with all regulatory requirements and guidelines.
- Continuously identify and implement improvements in client servicing and operational processes.
- Analyze client needs and support wealth management strategies under the mentorship of senior colleagues.
PROFESSIONAL DEVELOPMENT:
- Engage in comprehensive training to acquire necessary industry licenses, such as Series 7, Series 66, and the SIE exam, within the first six months.
QUALIFICATIONS:
- Bilingual in Spanish and English (required).
- Bachelor’s degree in finance, Economics, or related field.
- A strong grasp of economic trends, policies, and how they impact investments.
- Excellent analytical, verbal, and written communication skills.
- Proficiency in Microsoft Office, especially PowerPoint and Excel.
- Proven ability to work effectively both independently and as part of a team.
- Demonstrated reliability with excellent attention to detail.
Benefits:
· 401(k) matching
· Health, Dental, Vision, Life insurance
· PTO - 2 weeks
· Sick time off
· Paid Federal Holidays
· 1 Day - Remote Work (after 90 days)
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