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Wealth Management Associate

$60k - $75k

MRINetwork

Investment Advisor Assistant

This financial boutique investment firms offers a family-like atmosphere with stellar employer paid benefits that are top of the line!

Salary: $60-75k

What Your Future Day Will Look Like:

  • Support the financial advisor with all the day to day details of a clients' portfolio, preparing for client meetings, preparing performance reports, opening new accounts, monitoring accounts, and developing solutions to client issues
  • Build genuine relationships with clients by responding to client inquiries and requests in a timely manner
  • Explain complex solutions to clients in easy to understand language
  • Monitor and follow tasks from start to finish to ensure completion of the transactions
  • Maintain information in the company CRM database, including entering new contacts, creating groups or running reports and creating workflow efficiencies
  • Comply with all broker/dealer rules and regulations
  • Maintain all required licensing and meet continuing education requirements.
Vacancy posted 5 days ago
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