Senior Associate
Job in
Cedar Rapids, Linn County, Iowa, 52401, USA
Listed on 2026-07-07
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
SENIOR ASSOCIATE RESPONSIBILITIES:
- As a member of the client service team, support senior advisors in managing client relationships
- Support with client and prospect meetings, as well as networking events
- Assist in developing financial plans
- Prepare investment portfolio analysis and financial-related projects
- Assist in monitoring and satisfying compliance requirements
SENIOR ASSOCIATE REQUIREMENTS:
- Bachelor's Degree
- 5+ years wealth management experience
- Series 65
SENIOR ASSOCIATE COMPENSATION:
- 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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