Wealth Management Associate

Wealth Management Associate

Location: Springfield MA

POSITION: The Wealth Management Associate is responsible for supporting a team of Financial Advisors. This position requires a self-motivated, dependable individual with exceptional organizational, problem-solving, and computer skills. Proficiency with Microsoft Office Suite is necessary.

The Wealth Management Associate is responsible for high-quality customer service, portfolio analysis and communication.

Primary Responsibilities:

• Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
• Effectively communicate with clients and Financial Advisors regarding initial and ongoing stages of the Financial Planning process
• Help build the foundation of clients’ financial plans through organization, analysis, and entry of clients’ wealth and financial data into financial planning software
• Maintain accurate and up-to-date client records and activities in the firm's CRM
• Consistent and proactive communication to clients and colleagues in a timely manner for status updates and organizational efficiency
• Assist with special projects including firm-wide client mailings, client event coordination, document scanning, and other ad-hoc projects

Specific Qualifications:

• Past financial services industry experience a plus
• Morningstar Advisor Workstation and Right Capital Financial Planning Software experience a major plus
• Proficiency in Microsoft Suite and Adobe
• Previous CRM experience
• Understands basics of different brokerage account types and client types
• Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
• Broad knowledge of different types of securities such as stocks, mutual funds and bonds and asset manager styles

Essential Traits:

• Team Oriented
• Excellent follow-up skills
• Excellent email management abilities
• Detail-oriented with a high level of accuracy and organization
• Customer service skills
• Adaptability when priorities shift and able to work independently

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Paid time off

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person