Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences, managing client service functions, and assisting with business development and operational tasks.
Role type
Senior Wealth Management Associate (Service Team)
Builds
Client service model execution, client reports, financial plans, and marketing strategies
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, administrative execution, research assistance, meeting support
Preferred skills
Leadership skills, digital marketing execution, financial planning preparation
Responsibilities
Cultivate relationships with business partners and colleagues, support FAs/PWAs in enhancing client relationships, prepare for regular meetings and track follow-ups, execute money movement transactions and enter orders, assist with digital and in-person marketing strategies, prepare and review client reports or financial plans, assist with research using firm-approved systems
Seniority
Senior, hands-on IC