Wealth Management Advisor
$110k - $165kInsight Global
Overview We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end. The day-to-day will consist of independently handling client relationships, supporting advisors on meeting preparation and reporting, and managing the firm's enterprise tools, technology, and reports. The ideal candidate will have 5+ years' experience in an RIA or independent wealth management firm, independent experience with providing financial advice to clients, and strong communication skills. Base pay range $110,000.00/yr - $165,000.00/yr Location: Madison, NJ Duration: Perm/Direct Hire Required Skills & Experience 5+ year's experience with client advising for an RIA or private wealth management firm Bachelor's Degree in Finance or related field Job Description We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end. The day-to-day of the Associate Wealth Advisor will consist of independently handling client relationships, supporting advisors on meeting preparation and reporting, and managing the firm's enterprise tools, technology, and reports. The ideal candidate will have 5+ years' experience in a RIA or independent wealth management firm, independent experience with providing financial advice to clients, and strong communication skills. Exact compensation may vary based on several factors, including skills, experience, and education. Compensation: $110,000 - $165,000 Seniority level Mid-Senior level Employment type Full-time Job function Finance Industries Financial Services and Investment Management #J-18808-Ljbffr Insight Global
Vacancy posted 3 days ago
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