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 marketing execution.
Role type
Senior Wealth Management Associate (Client Service & Business Support)
Builds
Client relationships, client reports/financial plans, marketing materials, and operational support for advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, MS Excel proficiency, client relationship management, administrative execution, meeting support, digital tool enrollment
Preferred skills
Four-year college degree, leadership skills, adaptability, multi-tasking
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; participate in client meetings representing the service lens
Seniority
Senior, hands-on IC