A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
SENIOR ASSOCIATE RESPONSIBILITIES:
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As a member of the client service team, support senior advisors in managing client relationships
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Support with client and prospect meetings, as well as networking events
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Assist in developing financial plans
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Prepare investment portfolio analysis and financial-related projects
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Assist in monitoring and satisfying compliance requirements
SENIOR ASSOCIATE REQUIREMENTS:
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Bachelor's Degree
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5+ years wealth management experience
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Series 65
SENIOR ASSOCIATE COMPENSATION:
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Excellent Benefits
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401k with match
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Unlimited discretionary PTO and Summer Fridays
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Significant professional and personal growth opportunities
