Associate Wealth Advisor

Overview

Role involves supporting experienced Wealth Advisors and assisting clients in financial planning.

Ideal candidate has 3+ years in wealth management and strong analytical skills.

Locations

• United States

Requirements

• 3 years in wealth management preferred
• 1 year minimum
• B.A. or B.S. degree in relevant field
• Series 65 licensed or obtain within 60 days
• Insurance licenses preferred

Responsibilities

• Assist advisory team with client meetings
• Organize client appointments
• Attend client meetings and take notes
• Prepare and follow up on financial plans
• Respond to client service requests
• Support various roles across the firm
• Review job activities for controls
• Comply with regulatory requirements

Benefits

• Health insurance
• 401k with 5% match
• Attractive total compensation package