Associate
Core
Client service professional partnering with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.
Role type
Associate Private Wealth Advisor (Client Service)
Builds
Private Wealth Management Platform
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
analytical skills, communication skills, relationship-building, client-focused, detail-oriented, multi-tasking, proficiency in Word and Excel
Preferred skills
client service experience, financial services industry experience, SIE/Series 7/Series 63 licenses
Technologies
Word, Excel
Responsibilities
Partner with Financial Advisors to build business and provide service support functions; Build relationships with clients and prospective clients; Provide asset allocation recommendations and portfolio analytics; Participate in comprehensive training program on investments, trusts, and wealth planning.