Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences through client service, administrative support, and business development assistance.
Role type
Senior Wealth Management Associate (Service Team)
Builds
Client service model, client relationships, and operational support for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, MS Excel proficiency, client relationship management, financial planning support, digital marketing execution, meeting preparation, order entry
Preferred skills
Four-year college degree or professional certification, leadership skills, adaptability, multi-tasking
Technologies
Firm-approved financial planning systems, MS Office (Excel), digital marketing platforms