Wealth Management Associate- Bilingual: Spanish/English
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences, managing relationships, and executing administrative and business development tasks.
Role type
Senior Wealth Management Associate (Client Service & Business Development Support)
Builds
Client relationships, financial plans, marketing materials, and operational support for advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Fluent in Spanish, Series 7, Series 66/63/65 licenses, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Excel proficiency, client service, business plan execution, meeting participation
Preferred skills
Four-year college degree, additional product licenses, leadership skills, quick learner of new platforms
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 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