Wealth Management Associate

Job Summary

A company is looking for an Associate, Wealth Management.

Key Responsibilities

• Support Senior Wealth Managers by learning investment strategies and providing superior client service
• Prepare for client meetings by collecting financial information and creating presentation materials
• Coordinate investments for new client allocations and execute trades as directed

Required Qualifications

• Bachelor's degree
• Completed courses in Finance, Financial Planning, Wealth Management, or a related field
• Highly organized and technically proficient
• Ability to think strategically in a fast-paced environment
• Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel