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 operational tasks.
Role type
Senior Wealth Management Associate (Client Service & Operations)
Builds
Client service model execution, client reports, financial plans, and marketing strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, Series 7/66/63/65 licenses, MS Excel proficiency, client relationship management, administrative execution, meeting support
Preferred skills
Leadership, digital marketing execution, financial planning tools, research capabilities
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Cultivate relationships with business partners, support FA/PWA teams in enhancing client relationships, prepare client reports and financial plans, execute money movement transactions, assist in organizing and executing business plans, participate in client meetings
Seniority
Senior, hands-on IC