Investment Associate CG Wealth Management

Position: Investment Associate with CG Wealth Management
Drive client success as an Investment Associate at CG, focusing on sustainable wealth management and robust client relationships. Your expertise will support both clients and the business.

CG is looking for an experienced Investment Associate, ideally with over 5 years in the Wealth Management field. Your primary responsibilities will include updating client Financial Plans, assisting clients, and managing account documentation. Additionally, you'll be involved in initiatives to market and develop the wealth management business, alongside performing necessary administrative tasks.

Key Responsibilities:

• Partner with Investment Advisors to enhance client relationships

• Maintain updated client Financial Plans and identify new opportunities

• Handle client documentation for proper account maintenance

• Provide exceptional service to existing clients

• Participate in marketing strategies for growth in wealth management

Requirements:

• Licensed as an Investment Representative or Registered Representative

• 5+ years experience in Wealth Management

• Excellent organizational skills and attention to detail

• Proficient in MS Office and related tools

• Exposure to Dataphile, Salesforce, or Conquest is advantageous

Bring your investment acumen to CG and make a significant impact in wealth management.
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