Wealth Management Associate

Primary Responsibilities & Duties

• Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele
• Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect’s unique objectives and considerations
• Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects
• Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing

Desired Qualifications

• The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character
• We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:
• Strong academic achievements with a bachelor’s degree
• At least 3-5 years of experience in the financial services industry
• Clear and effective written and verbal communication skills
• Ability to think creatively and strategically
• Strong organizational skills and attention to detail
• Ability to multi-task and prioritize competing demands in a fast-paced environment
• Strong presence, with ability to interact with senior leadership
• Ability to develop and maintain a strong client relationship
• Proficiency in Microsoft Office suite
• Strong proficiency in Excel
• Desire to pursue CFA/CFP designation, not required but helpful