Wealth Management Associate
Core
Senior service team member supporting Financial Advisors and Private Wealth Advisors by building trusted client relationships and delivering exceptional client experiences.
Role type
Senior Wealth Management Associate (Client Service)
Builds
Client service model, digital marketing strategies, financial plans, and client reports
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency, client relationship management, meeting preparation, financial planning assistance, digital marketing execution, research using firm systems
Preferred skills
Leadership skills, adaptability, multi-tasking, goal orientation
Responsibilities
Cultivate relationships with business partners and colleagues, support FAs/PWAs in enhancing client relationships, prepare for regular client meetings and track follow-ups, execute money movement transactions and enter orders, assist in organizing and executing business plans and marketing strategies, prepare and review client reports or financial plans
Seniority
Senior, hands-on IC