Role OverviewThe VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate.
What You Will Do
You could gain experience in partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth, building and executing digital and targeted client outreach strategies, developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time, and analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
Why It Might Be a Fit
We seek motivated candidates from diverse academic backgrounds with a heightened interest in wealth management. Successful candidates have a unique blend of strong interpersonal communication skills, professional presence, numerical aptitude and comfort with data/metrics, organizational skills, analytic mindset, and great attention to detail.
Requirements
- A bachelor’s degree with a proven track record of academic success
- Prior professional experience would be an asset but not required
- Securities Industry Essentials (SIE) exam completed prior to interviewing for the program
- Strong written and verbal communication, client, and interpersonal skills
- Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs
- Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions
- Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
- Ability to balance multiple priorities under pressure and time constraints
Benefits
- Competitive base salary
- Paid time off
- Savings programs
- Health care
- Insurance plans
- Student loan refinancing
- Fitness subsidy
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