Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in wealth management, focusing on client experience, administrative operations, and business development support.
Role type
Senior Wealth Management Associate (Service Team)
Builds
Client service models, marketing strategies, and financial planning proposals
Domain
Wealth Management / Financial Services
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client relationship management, operational support, business plan execution
Preferred skills
Four-year college degree, professional certification, leadership skills, technical proficiency with new platforms
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing tools
Responsibilities
Cultivate relationships with business partners and colleagues, support FAs in enhancing client relationships, prepare client reports and financial plans, execute administrative elements of marketing strategies, participate in client meetings, assign work to team members
Seniority
Senior, hands-on IC