Senior Investment Associate

Position: Senior Investment Associate Opportunity
Join CG as a Senior Investment Associate, where you'll focus on client relationships and drive the growth of a sustainable wealth management business. This role is essential for exceptional client service.

The position seeks a seasoned professional with at least 5 years in Wealth Management, responsible for updating client Financial Plans and discovering new opportunities. You will collaborate with Investment Advisors and ensure that client documentation is processed for accurate account maintenance.

Your role will also encompass supporting existing clients and taking part in marketing initiatives to grow the wealth business.

Key Responsibilities:

• Collaborate with Investment Advisors on client matters

• Update client Financial Plans and identify opportunities

• Process client documentation for effective account management

• Support existing clients with specialized service

• Assist in wealth business marketing initiatives

Requirements:

• Licensed as an Investment Representative or Registered Representative

• 5+ years experience in Wealth Management

• Strong organizational and communication skills

• High proficiency in MS Office and other software

• Experience with Dataphile, Salesforce, or Conquest is beneficial

Become a vital part of CG and enhance your career in wealth management today.
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