Associate Wealth Management Advisor
Core
Serve, prospect for, and develop business relationships with members and clients by selling securities products and services through various distribution channels.
Role type
Associate Wealth Management Advisor
Builds
Discretionary management, mutual funds, exchange-traded funds, and structured products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Needs analysis, Portfolio oversight, Data analysis and reporting, Product sales, Risk management
Preferred skills
Industry trend monitoring, Solution implementation
Technologies
N/A
Responsibilities
Establish advisory relationships by identifying current and potential needs and supporting client retention, Set goals and advise members and clients on the best solutions and strategies, Analyze and meet complex client needs, handle requests and follow up as needed, Collect, compile and analyze data. Prepare reports and recommendations, Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed, Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.