Wealth Management Associate
Core
First point of contact for clients on account servicing, financial plans, and investment portfolios, combining relationship management with marketing skills to cultivate long-term client relationships.
Role type
Wealth Management Associate (IC)
Builds
Client service experiences, financial planning strategies, and investment portfolio management
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial planning strategy development, investment portfolio analysis, performance reporting, event management, business development support, compliance adherence, presentation material creation
Preferred skills
Knowledge of financial industry and investment products, active SIE/Series 7/66 licenses, leadership skills
Technologies
Microsoft Office (Word, Excel, PowerPoint), firm financial planning tools
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; Lead team efforts to organize and enhance client experience; Conduct quarterly/annual business performance reviews; Manage events, webinars, and seminars; Develop customized presentation materials to attract new clients; Coordinate enrollment campaigns and assign work to Client Service Associates.
Seniority
Mid-level IC (5+ years experience)