Job Description
Job Description
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time.
This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
- Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
- Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.
- Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and / or concepts to clients
- Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
- Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
- Maintain a compliant filing and scanning system with Laser Fiche
- Answer incoming calls and direct / take messages appropriately and according to firm guidelines.
- Maintain client information in CRM database (Redtail)
- Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
- Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and / or Abilities :
- Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
- Excellent communication skills, both verbally and in writing.
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
- Ability to build relationships with clients and internal partners.
Education and / or Experience :
- The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
- High School Diploma or Associate’s degree required; Bachelor’s Degree preferred.
- Previous experience in financial services a plus.
Compensation :
- Compensation is determined by qualifications and experience.
- Salary is generally reviewed annually or if responsibilities and / or job requirements change. Salary increases are not guaranteed.
Certificates, Licenses, Registration :
- Series 7 and 65 / 66 preferred (or willingness to obtain in the future).
Vice President of Pricing and Risk Management
A company is looking for a Vice President, Pricing and Risk Management. ...
Urgent Opening || Insurance Professional || Entirely Remote
Are you tired of feeling like you’re on an island? Are you constantly looking for support where there is none? Are you feeling like there is so much more out there for you?.We are looking for licensed insurance agents that are willing to be coachable and committed, have a strong passion for th...
Marketing Wealth Management - Intern (2025)
The intern will work with our Wealth Management Marketing team to gain hands on experience with content marketing, demand creation and digital events marketing in a professional services firm for our wealth management practice. Helping with Wealth Management client events (virtual or otherwise). Wha...
Wealth Management Client Associate
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Job expectations include serving as the most frequent poin...
J.P. Morgan Wealth Management – Private Client Advisor - Redford / Bloomfield Hills, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Demonstrated ability and commitment to goals-based planning ...
Wealth Management Advisor-Ann Arbor, MI
Business Development, Client Relationship Management, Communication, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. The Weal...
J.P. Morgan Wealth Management – Private Client Advisor - Plymouth, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Demonstrated ability and commitment to goals-based planning ...
Urgent Opening || Insurance Professional || Entirely Remote
Are you tired of feeling like you’re on an island? Are you constantly looking for support where there is none? Are you feeling like there is so much more out there for you? We are looking for licensed insurance agents that are willing to be coachable and committed, have a strong passion for th...
J.P. Morgan Wealth Management – Private Client Advisor - Birmingham, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Demonstrated ability and commitment to goals-based planning ...
Vice President, Product Management
If this is your passion, we encourage you to consider our Vice President, Product Management opening. As the Vice President, Product Management, you will own and drive the end-to-end lifecycle of Ebooksand Commercials. This includes driving strategy, planning, and execution across the business unit....