Job Description
An established and expanding Wealth Management firm with $17B AUM is looking for an ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT to make an immediate impact by supporting Advisory teams in all aspects of Wealth Management.
The ideal ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team.
ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT RESPONSIBILITIES:
- Support Senior Advisors to Manage Full Lifecycle of Wealth Management
- Manage On-Boarding Requirements for New Clients
- Manage all Client Requests
- Collaborate with Advisors on Marketing Strategy
ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT REQUIREMENTS:
- Successful Experience in Team Support and Client-Focused Service
- Bachelor's Degree and 1+ Years of Experience, Series 65 or 66 Preferred
- Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
- Elite Communication Skills
ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Excellent Growth Opportunites
- Hybrid Role
John Broker
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