Wealth Management Associate- Hybrid

Wealth Management Associate

Job Summary: The Wealth Management Associate will support financial advisors and wealth managers in providing comprehensive financial services to high-net-worth clients. This role involves assisting with client account management, preparing financial plans, and ensuring a high level of client satisfaction.

Key Responsibilities:

• Assist financial advisors in managing client portfolios, including asset allocation, performance monitoring, and rebalancing.
• Prepare financial plans, investment proposals, and presentations for client meetings.
• Conduct research on investment products, market trends, and economic conditions.
• Provide administrative support, including maintaining client records, processing transactions, and ensuring compliance with regulatory requirements.
• Communicate with clients to address inquiries, provide updates, and ensure client satisfaction.
• Collaborate with other team members to develop and implement wealth management strategies.
• Monitor and report on the performance of client portfolios and provide recommendations for improvement.
• Assist in onboarding new clients and ensuring a seamless transition of accounts.

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field.
• 1-3 years of experience in wealth management, financial planning, or a related field.
• Strong understanding of investment products, financial planning, and portfolio management.
• Proficiency in financial software and tools (e.g., Bloomberg, Morningstar, CRM systems).
• Excellent communication, interpersonal, and organizational skills.
• Ability to work effectively in a team environment and handle multiple tasks simultaneously.
• Series 7 and Series 66 (or equivalent) licenses preferred.