Advanced Personnel Resources is seeking an experienced Wealth Management Associate for a new opportunity with our client, a well-established financial advisory firm located in the Triad area.
The Wealth Management Associate must have a financial services background and the ability to ensure smooth day-to-day operations of the firm while providing superior customer service to existing clients and prospects.
Primary Job Responsibilities :
- Update quarterly FI360 monitoring reports for qualified / nonqualified plans
- Assist in the binding of materials and reports as needed
- Field incoming emails and calls for service-related tasks
- Assist in preparation of financial plans by using eMoney financial planning software
- Prepare paperwork / forms for new business and / or service-related business
- On board / set up new client accounts
- Execute trades in client accounts when needed
- Organize and maintain client files, tasks and database
- Post and maintain social media presence (roughly 1 post a week)
- Collect mail from PO Box 2 days / week & process outgoing mail
- Manage office supplies to ensure uninterrupted operations
- Participate in special projects as needed
Requirements
- Degree preferred or a minimum of 2 years’ experience
- FINRA Series 6 Certified
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, etc.)
- Excellent written and verbal communication skills
- Strong interpersonal skills, including the ability to interact effectively with individuals of the
company and with our clients
- Ability to perform confidential responsibilities using a high level of professionalism
- Detail oriented with strong organizational skills and ability to manage multiple priorities with tight deadlines
- Self-starter with the ability to work independently and effectively with a wide range of tasks
- Preference for knowledge of eMoney, Wealthbox , & AssetMark or similar trading software
Compensation
Competitive compensation package which includes base salary of $50k-$70k depending on experience and potential for profit sharing bonuses.
Benefits
- Medical Insurance
- Long Term Disability, Life and AD&D Insurance
- Safe Harbor 401(k) plan
- 11 days of PTO plus vacation
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