Wealth Management Associate

Job Description

Job Description

Job Description : Wealth Management Associate

Company Overview :

We are seeking a dynamic and energetic Wealth Management Associate to deliver exceptional customer service to our clients.

This individual will be a crucial member of our wealth management team, providing independent advice and customized service.

This is an excellent opportunity to join a rapidly growing firm with competitive compensation and expanding responsibilities.

Compensation : $50,000 - $75,000 - Hybrid

Responsibilities :

Develop and execute strategies for sales initiatives aimed at expanding our client base and securing new business opportunities.

Utilize a consultative sales approach to understand potential clients' needs and demonstrate how our wealth management services can provide value to them.

Build and maintain strong relationships with prospective and existing clients, positioning our firm as a trusted advisor in wealth management.

Collaborate with the marketing and sales teams to identify new business opportunities and tailor services to meet the specific needs of clients.

Engage in networking events and industry conferences to promote our services and gather insights on market trends that can be leveraged to attract new clients.

Manage and execute a variety of projects and requests related to client service, including preparation for client meetings, and delivering results.

Collect and input financial planning information using financial planning software and collaborate with senior advisors on planning results.

Prepare and deliver investment performance, market updates, and financial forecasts to clients.

Implement portfolio changes and rebalancing based on research and trading team recommendations.

Serve as a liaison with other departments, maintaining high levels of communication and professionalism.

Requirements / Preferences :

2 - 5 years relevant industry experience preferred.

Proficiency in Microsoft Office.

Bachelor's degree in business, finance, or accounting.

CFP or related certification preferred.

Excellent communication and presentation skills.

Strong prioritization and multitasking abilities.

Ability to delegate, follow up, and work effectively in a team environment.

Benefits :

Competitive salary including yearly bonuses.

Comprehensive health coverage.

Paid time off, sick leave, and paid holidays.

A dynamic and supportive work environment in a rapidly growing firm.

Opportunities for professional development and certification along with financial growth.

Why Join Us :

Be part of a team that values integrity, professionalism, and a desire to help clients achieve their financial goals. Enjoy the independence to drive your career forward and the potential to grow your income based on your efforts.

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