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A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
SENIOR ASSOCIATE RESPONSIBILITIES:
- As a member of the client service team, support senior advisors in managing client relationships
- Support with client and prospect meetings, as well as networking events
- Assist in developing financial plans
- Prepare investment portfolio analysis and financial-related projects
- Assist in monitoring and satisfying compliance requirements
SENIOR ASSOCIATE REQUIREMENTS:
- Bachelor's Degree
- 5+ years wealth management experience
- Series 65
SENIOR ASSOCIATE COMPENSATION:
- Excellent Benefits
- 401k with match
- Unlimited discretionary PTO and Summer Fridays
- Significant professional and personal growth opportunities
JOB ID: 174055
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Kylee Shimabuku