Private Wealth Management Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences, managing client service functions, and executing business development and operational support.
Role type
Senior Wealth Management Associate (Service & Operations)
Builds
Client service model, client relationships, and operational support for Financial Advisor teams
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, MS Excel proficiency, client service, project coordination, digital marketing execution, financial planning report preparation
Preferred skills
Four-year college degree or professional certification, leadership skills, adaptability, multi-tasking
Technologies
Firm-approved financial planning systems, MS Office (Excel), digital marketing platforms