Description
The Wealth Management Associate supports Financial Advisors, Private Wealth Advisors, and their teams by delivering client service, maintaining client relationships, preparing meetings and follow-ups, executing administrative and digital marketing activities, reviewing financial plans, and assisting with research and client meetings. The role requires at least five years of relevant experience, active Series 7, Series 66 or Series 63 and Series 65 licenses, and knowledge of financial services products and Microsoft Office. It reports to the Business Service Officer and offers an expected base salary of $75,000 to $125,000 per year.
