Wealth Management Associate
Core
Senior service team member supporting Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences through relationship building, administrative support, and financial planning assistance.
Role type
Senior Wealth Management Associate (Service Team)
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, financial planning, digital marketing execution, research using firm-approved systems
Preferred skills
Leadership, technical proficiency with new platforms, detail orientation, time management, adaptability, multi-tasking
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; conduct research using firm-approved systems