Senior Associate JN
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2026-06-05
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A rapidly growing wealth advisory firm seeks a Senior Associate to support high-net-worth clients.
Senior Associate Responsibilities- Support senior advisors in managing client relationships.
- Assist with client and prospect meetings, and networking events.
- Help develop financial plans.
- Prepare investment portfolio analysis and financial-related projects.
- Monitor and satisfy compliance requirements.
- Bachelor's Degree.
- 5+ years of wealth management experience.
- Series 65 license.
- Salary $80,000 - $90,000.
- Excellent benefits.
- 401k with match.
- Unlimited discretionary PTO and Summer Fridays.
- Significant professional and personal growth opportunities.
Position Requirements
10+ Years
work experience
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