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 operational tasks.
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, Series 7/66/63/65 licenses, client relationship management, financial planning support, digital marketing execution, financial report preparation, meeting support, order entry, MS Office proficiency
Preferred skills
Four-year college degree, professional certification, leadership skills, technical proficiency with new platforms, exceptional writing skills
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Cultivate relationships with business partners and colleagues, support FAs in enhancing client relationships, prepare for and track client meetings, assign daily work to team members, execute money movement transactions and enter orders, remain current on policies and platforms, organize and execute business plans, prepare client reports and financial plans, participate in client meetings, engage in firm initiatives and special projects