Full Job Description
Wealth Management Associate Program
Title: Wealth Management Associate - Level 1
Get your financial career off the ground with an exclusive, highly-rewarding position at one of the industry’s premium wealth management boutiques! As a Wealth Management Associate, you will be responsible for contacting interested prospects and coordinating meetings for our advisory team.
In partnership with our team of Regional Vice Presidents (RVPs), you will be responsible for identifying and acquiring new business prospects within your assigned territories to meet daily, monthly, and quarterly sales goals. In this position you will be responsible for understanding firm policies, procedures and digital capabilities that will allow you to interact with our RVPs as well as new and existing clients. You will also learn how to interact with clients and prospects, understand our process in building successful investment strategies, and have the ability to gain valuable experience in adhering to deadlines and surpassing metrics as you build a successful career at our Zacks.
The Wealth Management Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Regional Vice Presidents (RVPs). Successful candidates may also on a regular basis support office initiatives, in addition to the businesses of particular RVP’s. For established clients, you may also serve as a point of contact.