Wealth Management Associate

We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches challenges with a problem‑solving attitude, thriving in a fast‑paced and ever‑changing environment. The ideal candidate is receptive to feedback, eager to acquire new knowledge, and consistently delivers exceptional performance even when faced with varying work demands.

With our company experiencing rapid growth, there are abundant opportunities for internal advancement and professional growth.

• Base Salary: $60,000 with performance‑based bonuses
• Comprehensive health insurance coverage
• 401(k) plan with company matching (eligible after one year of employment)
• Generous three weeks of paid vacation time

• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Partner with team members to accomplish a common goal of providing exceptional service
• Interact with clients to support all aspects of their servicing needs related to the management of their relationship
• Interact and network with senior professionals throughout the firm to fuel career success

• Excellent client‑facing, interpersonal, organizational, and client‑service skills
• Detail‑oriented with the ability to prioritize and organize workflow
• Ability to work in a fast‑paced, high‑intensity work environment as well as manage multiple tasks effectively with frequent interruptions
• Strong Microsoft Office skills, including Excel and Power Point
• Experience with eMoney financial planning software is a plus
• A college degree is preferred

$60,000 per year plus a discretionary bonus.