Wealth Associate
Core
Support financial advisors with investment research, portfolio analysis, asset allocation recommendations, and financial planning to help clients pursue financial goals.
Role type
Wealth Associate (Financial Services)
Builds
Investment research reports, portfolio analysis, asset allocation solutions, and client-facing financial planning materials.
Domain
Wealth Management / Financial Services
Required skills
Investment research, portfolio analysis, asset allocation, financial planning, business analytics, CRM management, client relationship support
Preferred skills
Portfolio management concepts, asset allocation strategies, financial planning principles, investment presentation preparation, advisor practice management support
Technologies
CRM systems, business analytics tools
Responsibilities
Assist advisors with investment research and portfolio analysis; Develop customized asset allocation recommendations; Analyze portfolio performance reports; Prepare client-facing investment reports and financial planning materials; Support advisor business development and client relationship management; Conduct business analytics for practice growth; Research market and investment information; Maintain accurate client records in CRM systems.
Seniority
Mid-level, hands-on IC