Wealth Management Associate

Key Responsibilities

• Serve as a primary point of contact for routine client inquiries
• Support preparation for client meetings, including gathering and updating financial data
• Attend client meetings as needed and assist with follow-up actions
• Resolve client service requests in a timely and professional manner
• Prepare financial planning deliverables (charts, reports, and presentations)
• Aid in developing portfolio recommendations aligned with client goals and risk tolerance
• Support portfolio reviews, reporting, and rebalancing activities
• Maintain accurate client records and ensure compliance with regulatory requirements
• Support ongoing data management and reporting needs

Requirements

• College degree preferred
• 2-5+ years of similar experience
• Experience with Salesforce CRM
• Experience with Envestnet and Thompson ONE
• Currently holds or is willing to obtain within 6 months of hire: Series 7, Series 66, and applicable state life, accident, and health insurance licenses

Qualifications

Strong attention to detail and follow-through
Clear and professional communication with clients and team members
Ability to manage multiple priorities in a fast-paced environment

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Paid Time Off (PTO)
• SIMPLE IRA retirement plan