Private Wealth Management, Wealth Management Associate
Core
First point of contact for clients, combining relationship management with marketing skills to cultivate relationships and deliver financial planning and investment portfolio services.
Role type
Wealth Management Associate (IC)
Builds
Client financial plans, investment strategies, performance reports, and marketing materials.
Domain
Private Wealth Management / Financial Services
Required skills
Client relationship management, financial planning, investment portfolio analysis, presentation development, compliance knowledge, event management, business development support, data analysis, order execution support, market research.
Preferred skills
Four-year college degree, Active SIE/Series 7/66 licenses, knowledge of financial industry and investment products, Microsoft Office proficiency.
Responsibilities
Establish and cultivate trusting relationships with new and existing clients; Assist Financial Advisors in developing and delivering financial and investment strategies; Prepare performance reports and analyze investment portfolio holdings; Develop presentation materials and proposals to assist in cultivating new business; Conduct quarterly/annual business performance reviews; Manage events, webinars, and seminars; Execute orders in Brokerage and Advisory accounts; Provide tailored recommendations to Financial Advisors about client situations.
Seniority
Mid-level IC (5+ years experience)