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 support, digital tool enrollment, order entry, research assistance, business plan execution, marketing strategy support
Preferred skills
Leadership, quick learner of new platforms, detail-oriented, time management, multi-tasking, adaptability