Wealth Management Associate
$60k - $75kMRINetwork
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 15 hours ago
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