Associate
Visa sponsorship offered
Core
Client service professional partnering with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.
Role type
Associate (Client Service)
Builds
Private Wealth Management Platform
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
analytical skills, communication skills, relationship building, client focus, multitasking, proficiency in Word and Excel
Preferred skills
financial services industry experience, client service experience, SIE/Series 7/Series 63 licenses
Responsibilities
Partner with Financial Advisors to build business and provide service support; Build relationships with clients and prospects; Provide portfolio analysis and account maintenance; Prepare for client/prospect meetings.
Seniority
Entry-level / Associate