Sr Wealth Strategy Associate

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

Were looking for a Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the clients goals
• provide support for client relationship building and business development activities
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

Your expertise:

Your expertise
• series 7 and 66 licenses
• 5+ years of experience in the finance sector
• bachelor's degree focusing on Finance or Business preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobodys business)
• team player