Entry-Level Wealth Management Associate

Are you a recent college graduate looking to launch your career in the financial services industry? This is an exciting opportunity to join a highly respected wealth management team and gain hands-on experience supporting financial advisors and high-net-worth clients while building a strong foundation in investment operations and client relationship management.

In this role, you'll work alongside experienced professionals in a collaborative, fast-paced environment where you'll develop valuable industry knowledge and exposure to the day-to-day operations of wealth management. If you're organized, client-focused, and eager to grow your career in finance, we'd love to hear from you.

What You'll Do:

• Support Financial Advisors with a variety of client service and operational activities.

• Communicate with clients by phone, email, and in person to address questions and service requests.

• Schedule meetings and prepare materials for prospective and existing client appointments.

• Assist with opening and maintaining client accounts and preparing required documentation.

• Research and resolve account-related inquiries while ensuring timely follow-up.

• Maintain accurate records and files in accordance with regulatory requirements.

• Coordinate administrative activities, track referrals, and support marketing initiatives.

• Partner with internal teams to help deliver an exceptional client experience.

What We're Looking For:

• Bachelor's degree required, preferably in Finance, Business, Economics, Accounting, Communications, or a related field.

• Strong proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.

• Previous internship, part-time, military, campus leadership, customer service, or financial services experience is highly valued.

• Exposure to brokerage, wealth management, banking, investment operations, or financial services environments is a plus.

• Excellent communication and interpersonal skills with a genuine desire to help clients.

• Strong organizational skills with the ability to prioritize competing responsibilities and meet deadlines.

• Detail-oriented mindset and commitment to accuracy and professionalism.

• Eagerness to learn, grow, and build a long-term career within the financial services industry.

Why This Opportunity?

• Gain direct exposure to the wealth management industry.

• Work closely with seasoned financial professionals and advisors.

• Build transferable skills in client service, operations, and investment support.

• Join an organization that values professional development and career growth.

• Excellent opportunity for recent graduates seeking to establish a successful career in financial services.
  
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