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 marketing execution.
Role type
Senior Wealth Management Associate (Client Service & Business Support)
Builds
Client service model, client relationships, marketing strategies, and financial planning proposals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, client relationship management, digital marketing execution, financial planning support, order entry, MS Excel proficiency
Preferred skills
Leadership, adaptability, multi-tasking, goal orientation
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
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; organize and execute business plans and marketing strategies; prepare client reports and financial plans; participate in client meetings representing the service lens.
Seniority
Senior, hands-on IC