Top 3 Wealth management associate Jobs in Dover Nh

Wealth Management Associate
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Hybrid work
- Microsoft Word
- 5 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Portsmouth, NH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Portsmouth, NH
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Wealth Management Associate

Steward Partners Global Advisory LLC -
Portsmouth, NH

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Word
Series 7
Bachelor's degree
Organizational skills
FINRA License
Financial services
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Wealth Management Associate

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager, the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

Duties and Responsibilities:

Preparing research report(s) and reviewing with clients
Preparing portfolio reviews on behalf of Financial Advisor, may attend client meetings with Financial Advisor
Independently improves and streamlines the service model and operational procedures for the team
Coordinates and leads resolution of complex issues/concerns from the client with input from Financial Advisor and/or Operations Manager
Establishes and cultivates relationships with new clients and proactively helps to resolve client issues and concerns
Provides high level support on products and services
Develops customizes presentation materials and manage performance measurements for existing accounts in order to attract new clients
Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective clients and create/plan the content of seminars
Initiates, organizes, promotes and sets up seminars for clients and prospects on behalf of the advisor
Independently assists clients with market and stock research
Independently develops, implements and communicates new procedures, products and portfolio enhancements to clients
Cultivates and develops relationships with custodians and other internal departments
Attends seminars or client meetings with Advisor and coordinates distribution of marketing presentations to clients
Is a leader in sharing best practices within the branch and across Divisions
May mentor other sales support professional within branch or across Division
Supports local manager in day-to-day branch administration activities
Other ad hoc duties or projects that may be assigned
In addition, the Wealth Management Associate may also have a specialism or perform additional functions such as business development, financial planning, marketing or business strategy.

Skills, Experience & Qualifications

Minimum of 5 years of work experience in a field relevant to the position
Bachelor’s degree in business or in related field is preferred
Financial industry and product knowledge
FINRA Series 7 and 66 (or 63 and 65)
Life and health licenses as required
Excellent analytical, problem solving and critical thinking
Independent self-starter who can manage multiple activities to defined deadlines
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Team player with the ability to collaborate with others
Effective written and verbal communications skills
Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:

Market Business Director

FLSA Status:

Non-Exempt

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services (or related): 5 years (Preferred)
Financial industry and product knowledge: 3 years (Preferred)

License/Certification:

FINRA Series 7 (Required)
FINRA Series 66 (or 63 and 65 (Required)

Work Location: Hybrid remote in Portsmouth, NH 03801

Quick Apply

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wealth management associate jobs in dover nh

Wealth Management Associate

Registered Wealth Management Client Associate

Wealth Management Associate

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