Job Description: Wealth Management Associate
Company Overview:
We are seeking a dynamic and energetic Wealth Management Associate to deliver exceptional customer service to our clients. This individual will be a crucial member of our wealth management team, providing independent advice and customized service. This is an excellent opportunity to join a rapidly growing firm with competitive compensation and expanding responsibilities.
Compensation: $50,000 - $75,000 - Hybrid
Responsibilities:
· Develop and execute strategies for sales initiatives aimed at expanding our client base and securing new business opportunities.
· Utilize a consultative sales approach to understand potential clients' needs and demonstrate how our wealth management services can provide value to them.
· Build and maintain strong relationships with prospective and existing clients, positioning our firm as a trusted advisor in wealth management.
· Collaborate with the marketing and sales teams to identify new business opportunities and tailor services to meet the specific needs of clients.
· Engage in networking events and industry conferences to promote our services and gather insights on market trends that can be leveraged to attract new clients.
· Manage and execute a variety of projects and requests related to client service, including preparation for client meetings, and delivering results.
· Collect and input financial planning information using financial planning software and collaborate with senior advisors on planning results.
· Prepare and deliver investment performance, market updates, and financial forecasts to clients.
· Implement portfolio changes and rebalancing based on research and trading team recommendations.
· Serve as a liaison with other departments, maintaining high levels of communication and professionalism.
Requirements/Preferences:
· 2 - 5 years relevant industry experience preferred.
· Proficiency in Microsoft Office.
· Bachelor's degree in business, finance, or accounting.
· CFP or related certification preferred.
· Excellent communication and presentation skills.
· Strong prioritization and multitasking abilities.
· Ability to delegate, follow up, and work effectively in a team environment.
Benefits:
· Competitive salary including yearly bonuses.
· Comprehensive health coverage.
· Paid time off, sick leave, and paid holidays.
· A dynamic and supportive work environment in a rapidly growing firm.
· Opportunities for professional development and certification along with financial growth.
Why Join Us:
Be part of a team that values integrity, professionalism, and a desire to help clients achieve their financial goals. Enjoy the independence to drive your career forward and the potential to grow your income based on your efforts.
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