Wealth Management Associate

Job Description

Job Description

The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m

You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.

Job Description :

1.     Answering phones / delivering messages

2.     Scheduling client reviews and updating any changes prior to the client meeting

3.     Client Reporting : Orion Software – (We will train)

4.     Cash Balance Reports review with registered advisor / monthly

5.     Investment Policy Questionnaires with clients and recording results

6.     ACH / Money Movement between accounts or institutions

7.     New Account Opening / Ongoing Maintenance

8.     First point of contact and return client service requests

9.     529 College distributions to university payment centers

10. Client indirect marketing / birthday gifts, center of influence small events, etc

11. Compliance Reporting Monthly / quarterly :  Trade Blotters, Share Class Reviews, etc

12. Working closely with our custodian Raymond James on operations requirements

13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system

14. Master user of the team calendar : Redtail CRM software

This candidate must be detail orientated. As a small business the position has many robust roles; outside of the box thinking is a encouraged. An energetic candidate will be rewarded as we continue to educate and reward financially.

To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m