Summary from listing
The Wealth Management Associate will support Senior Portfolio Managers by preparing for client meetings, gathering and analyzing KYC, financial planning, and account data, creating client reports and presentations, conducting research, assisting with trading execution, maintaining client relationships, managing account administration, and supporting tax preparation. The role requires at least two years of investment-industry experience, CSC and CPH designations or active pursuit, strong communication and problem-solving skills, and Microsoft Office proficiency; financial planning software is a plus. The position offers a $60,000–$85,000 annual salary, comprehensive benefits, and generous vacation time.
