Wealth Management Associate

Support Financial Advisors by providing exceptional client service, assisting with digital marketing, portfolio analysis, and financial planning. This role involves cultivating relationships, managing client interactions, and ensuring timely execution of service functions.

• Provide exceptional client service and support Financial Advisors
• Assist with digital marketing, portfolio holdings, and financial planning
• Cultivate relationships with business partners and colleagues
• Manage client service functions and assign tasks to team members
• Support business development strategies and client meetings
• Requires Series 7 and Series 66/63/65 licenses

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.