Private Wealth Management Wealth Management Associate
Core
Senior service team member supporting Financial Advisors and Private Wealth 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, client relationships, and operational support for Financial Advisor teams
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency, client service, project coordination, digital marketing support, financial planning assistance, research execution
Preferred skills
Leadership, quick learner of new platforms, detail-oriented, time management, multi-tasking, adaptability
Responsibilities
Provide coverage for Financial Advisor teams, cultivate relationships with business partners, prepare client 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, assist with research using firm-approved systems