Private Wealth Management Associate - CPA
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 Private Wealth Management Associate (CPA)
Builds
Client service operations, marketing strategies, and financial planning support for high-net-worth clients
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
CPA designation, financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Excel proficiency, client relationship management, financial planning preparation, business plan execution support, meeting participation, research using firm systems
Preferred skills
Series 7, Series 66/63/65 licenses, four-year college degree, leadership skills, digital marketing execution
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 client meetings and track follow-ups; execute money movement transactions and enter orders; assist in organizing and executing business plans and marketing strategies; prepare and review client reports and financial plans; participate in client meetings representing the service lens
Seniority
Senior, hands-on IC
