Senior Wealth Management Associate

Job Number: 32451 Salary: $100K – $120K DOE Industry: Financial Services Qualifications 5+ years of progressive wealth management experience Series 65 required Bachelor’s degree Proficiency in Microsoft Office Responsibilities As the primary point of contact for clients, outside advisors, and custodians, you’ll take a major role in client meetings, agenda planning, and client communications. Preparing analysis and providing context to clients for financial decisions will be a regular duty. You’ll also coordinate, manage, and delegate workflow to the Client Service Associates on your team. Additionally, you’ll maintain relationships by coordinating client “touch points”, including anniversaries, thank you notes, and gifts. This is a hybrid role that offers a generous company contribution towards either parking or a transit pass. Benefits Fully paid medical, dental, and vision Short-term and long-term disability and life insurance 100% company match on your 401(k) Internal stock opportunities PTO Wellness reimbursements Paid sabbaticals Anniversary bonuses We offer comprehensive career development opportunities, including 100% training and certification reimbursement and a formal mentoring plan. #J-18808-Ljbffr Boly:Welch