Role OverviewWe are seeking a highly motivated, organized, committed individual to work as part of a growth-focused advisory team to provide exceptional client service to affluent investors.
What You Will Do
Provide daily client service, execute asset allocation changes, schedule Advisor-Client meetings, and maintain client files.
Why It Might Be a Fit
We value experience and skills, but also care about who you are and your commitment to providing excellent service levels to clients and internal constituents.
Requirements
- Undergraduate degree
- 2-4 years client service experience with high net worth individuals
- Fundamental knowledge of equity and fixed income markets and alternative asset classes
- Knowledge of nuances in setting up various account registrations
- Experience with custodians such as Charles Schwab and/or Fidelity Investments
Benefits
- Competitive Pay
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Health Savings Account with a Company Match
- Flexible Spending Accounts including Dependent Care
- Wellness Program
- Tuition Reimbursement
- 24-Hour Employee Assistance Program
- Adoption Assistance
- Paid Family Care Time
- Paid Volunteer days
- Gym onsite
- Fully stocked kitchen- lunch provided
- Hybrid 3/2 remote
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