Role OverviewAs a Wealth Management Associate, you will work in collaboration with the external and internal Distribution team to coordinate and service support all aspects of the client, Personal Financial Advisor (PFA), and Consultant relationship.
What You Will Do
Coordinate and monitor account openings, asset transfers, and account closing processes, prepare and coordinate client reports, and participate in problem solving and troubleshooting of client, PFA, and Distribution team issues and inquiries.
Why It Might Be a Fit
You will have the opportunity to develop comprehensive knowledge of all investment solutions available, custody services, and processes, and assist with client portal support and training new team members.
Requirements
- Bachelor’s degree
- One year of investment industry experience preferred
- Series 7 and 66 or equivalent to be obtained within 12 months of start date
- Prior direct client relationship experience preferred
- Work independently with strong prioritization and organization skills
- Excellent verbal and written communication skills
- Comfort in dealing with numbers/mathematics
Benefits
- Dental insurance
- Vision insurance
- Subjective bonus potential in addition to hourly rate
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