Wealth Management Associate- Bilingual: Spanish/English
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences, managing client service functions, and assisting with business development and marketing execution.
Role type
Senior Wealth Management Associate (Client Service & Business Development Support)
Builds
Client relationships, client service models, marketing strategies, and financial planning proposals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Fluent in Spanish, Active Series 7, Series 66/63/65 licenses, Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency, Client service and relationship management, Business plan execution, Meeting participation
Preferred skills
Four-year college degree or professional certification, Leadership skills, Digital marketing tool proficiency
Responsibilities
Cultivate relationships with business partners and colleagues, Support FAs/PWAs in enhancing client relationships, Prepare for client meetings and track follow-ups, Execute money movement transactions and enter orders, Organize and execute business plans and marketing strategies, Participate in client and prospective client meetings
Seniority
Senior, hands-on IC