Wealth Management Associate

Provide exceptional client service and support Financial Advisors by assisting with digital marketing, portfolio holdings, and financial planning. This role involves building trusted client relationships and ensuring a seamless client experience.

• Support Financial Advisors in client relationship management
• Assist with digital marketing, portfolio tools, and financial planning
• Cultivate relationships with internal and external business partners
• Ensure timely execution of client service functions
• Prepare and review client reports and financial plans
• Participate in client meetings and firm initiatives