Investment Associate/Sr. Investment Associate
Based in United States
Core
Support Financial Advisors in growing their business, educating clients on products, monitoring client activity, and gathering information for wealth planning.
Role type
Investment Associate (Wealth Management)
Builds
Client relationships and wealth planning strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Analytical skills, Communication skills, Industry knowledge, Contract administration, Prospecting, Client satisfaction surveys
Preferred skills
Leadership experience