Wealth Associate

About the role

The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth Associate will work towards gaining familiarity and eventually proficiency in all required systems and processes, relationship management, business development, and financial planning with the goal of advancing into a client facing role. The Wealth Associate will focus on growing professionally while supporting the business needs of the department. They will help to free capacity for more Senior Wealth Advisors, Fiduciary Officers, and Private Client Bankers so they can focus on increasing sales revenues and providing outstanding client service.

Responsibilities

• Assists with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans
• Will assist with proactive outreach to team members Book of Business to drive client engagement
• Maximizes client satisfaction to ensure retention of clients; aids more Senior Wealth Advisors in expanding relationships by assisting with sales and service efforts
• May work with Retail/Commercial business partners on less complicated sales opportunities where appropriate
• Complete certain client requested actions as directed by supervisor
• Assists in the completion of various tasks within the appropriate Wealth operating systems (e.g. AddVantage, Investor’s View) as instructed by supervisor
• May be asked to assist on department projects as needed

Requirements

• 0-3 years of experience in professional environment, financial services experience preferred
• Bachelor’s degree and/or equivalent work experience strongly preferred
• Proficient in Outlook, Word, Excel, PowerPoint and other general operating systems
• Experience with financial planning software preferred
• Demonstrated ability to work both independently and as part of a team
• Strong oral and written communication skills

Qualifications

• To obtain CRPC® or FPQP® designation in first 180 days in role

Pay

Pay Range: $55,000/year to $71,000/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.