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.

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Vacancy posted 2 days ago

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