Wealth Management Associate

Provide exceptional client service and support Financial Advisors by assisting with digital marketing, portfolio analysis, and financial planning. This role involves building trusted client relationships and ensuring timely execution of client service functions in a fast-paced environment.

• Support Financial Advisors and Private Wealth Advisors
• Cultivate relationships with internal and external business partners
• Assist with digital marketing, portfolio holdings, and financial planning
• Prepare and review client reports and financial plans
• Provide backup coverage for client service associate responsibilities
• Maintain knowledge of firm policies, procedures, and platforms

• Must be authorized to work without sponsorship.