Return To Work - Virtual Engagement Associate (VEA) | Alpharetta, GA
Core
Support Financial Advisors in Wealth Management through business development, client engagement strategies, and digital outreach.
Role type
Wealth Management Virtual Engagement Associate (VEA)
Builds
Client engagement strategies, digital outreach campaigns, and business insights for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client engagement, digital outreach, data analysis, financial planning tools, business insights, prompt engineering, AI tools optimization
Preferred skills
Experience in prompt engineering, AI tools optimization, prior professional experience
Technologies
Financial planning tools, AI-driven solutions
Responsibilities
Partner with Financial Advisors to tailor client engagement strategies, build and execute digital client outreach campaigns, analyze client engagement data, support workplace engagement initiatives, apply financial planning tools to build and analyze plans, educate clients on wealth solutions, create and present business insights
Seniority
Entry-level, structured training program