Senior Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you?

Were looking for a Senior Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Your expertise:

• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelors degree or equivalent, focusing on business or finance
• excellent communicator, with top-notch interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets