Private Wealth Management Wealth Management Associate
Core
Senior service team member supporting Financial Advisors and Private Wealth Advisors by delivering exceptional client experiences, managing client service functions, and assisting with business development.
Role type
Senior Wealth Management Associate (Client Service & Business Development Support)
Builds
Client relationships, client service models, and business development plans for Financial Advisor teams.
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Series 7/66/63/65 licenses, MS Excel proficiency, client service execution, meeting preparation, financial plan/report preparation, digital marketing execution, research using firm systems.
Preferred skills
Four-year college degree or professional certification, leadership skills, 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; 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