Wealth Associate

• Provide administrative and client engagement support for the Wealth Advisory team
• Collect, organize, and manage client information by assigning and following up on necessary paperwork
• Generate, prepare, and update client meeting materials and client proposals in collaboration with the Advisor
• Ensure key client information, risk score, and documentation are up to date
• Correspond with colleagues and use professional judgment to provide outstanding client service

• Bachelor’s degree
• CFA or CFP designation preferred, but not required
• Past experience in financial planning or wealth management preferred
• Demonstrated interest in the stock market, wealth management, or financial planning
• Confidence working directly with senior leaders and high-net-worth clients
• Ability to work collaboratively in a team environment
• Proven success solving problems and working under pressure in a fast-paced environment
• Excellent written and verbal communication skills
• Time management and ability to multitask and prioritize work
• Excellent organization and interpersonal skills
• Ability to take immediate ownership of work

Demonstrates strong organizational and communication skills while providing administrative support in wealth management. Capable of managing client information and collaborating effectively with advisors to enhance client engagement.

• Bachelor's Degree
• CFA Designation
• CFP Designation
• Financial Planning Experience
• Wealth Management Experience

• Client Information Management
• Client Proposal Preparation
• Meeting Material Generation
• Risk Score Management

• Excellent Written Communication
• Excellent Verbal Communication
• Time Management
• Interpersonal Skills
• Problem Solving

• CFA
• CFP

• Wealth Management
• Financial Planning
• Stock Market