Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences through relationship building, administrative support, and financial planning assistance.
Role type
Senior Wealth Management Associate (Client Service)
Builds
Client service model, client relationships, and operational support for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Excel proficiency, client relationship management, meeting preparation, financial plan preparation, research execution, digital marketing support, order entry, money movement transactions
Preferred skills
Leadership skills, quick learner of new platforms, detail-oriented, time management, multi-tasking, adaptability
Responsibilities
Cultivate relationships with business partners and colleagues; Support FAs/PWAs in enhancing client relationships; Prepare for regular meetings and track follow-ups; Execute money movement transactions and enter orders; Educate clients on digital tools; Assist in organizing and executing business plans and marketing strategies; Prepare and review client reports and financial plans.
Seniority
Senior, hands-on IC