Wealth Associate
Core
Provide investment support to financial advisors, including research, portfolio analysis, financial planning, and client reporting to help maintain and grow wealth management practices.
Role type
Wealth Associate (Investment Support)
Builds
Investment research reports, portfolio analysis, financial planning materials, and client-facing presentations.
Domain
Wealth Management / Financial Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment research, portfolio analysis, financial planning, client service, business analytics, CRM management, market research
Preferred skills
Asset allocation strategies, practice management support, investment presentation creation
Technologies
CRM systems, business reporting tools
Responsibilities
Assist advisors with investment research and portfolio analysis; Develop customized asset allocation recommendations; Analyze portfolio performance and identify adjustment opportunities; Prepare client-facing reports and financial planning materials; Support advisor business development and client relationship management; Conduct business analytics for practice growth; Maintain accurate client records in CRM systems.
Seniority
Mid-level, hands-on IC
