Wealth Management Associate
reputed company is seeking a motivated individual to join their team as a Wealth Management Associate. The role involves developing relationships with clients, gathering information to build financial plans, and preparing investment portfolio recommendations to help clients reputed company their financial goals.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering client information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and professional development
- Critical thinker
- College degree or equivalent work/life experience
- Minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview