Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in wealth management, focusing on client service, business development support, and administrative execution.
Role type
Senior Wealth Management Associate (Service Team)
Builds
Client relationships, client reports, financial plans, and marketing strategies for existing and prospective clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Series 7/66/63/65 licenses, MS Excel proficiency, client service, business plan execution, meeting support, research, order entry.
Preferred skills
Four-year college degree, professional certification, leadership skills, technical proficiency with new platforms.
Responsibilities
Cultivate relationships with business partners and colleagues; support FAs/PWAs in enhancing client relationships; prepare for 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 and financial plans; participate in client meetings representing the service lens.
Seniority
Senior, hands-on IC