Wealth Associate
: Job Details :

Will participate, take notes, and present in client meetings with a Wealth Advisor Coordinate with client for data, meeting preparation, or follow up as needed Outline/summarize client meeting, recommendations, and action items for review with a Wealth Advisor Draft client emails subject to review by Wealth Advisor Will be expected to have a higher level of communication with clients Operational functions and general client service items Basic client communications (updates/next steps of a given task) Client onboarding - full process, start to finish Money movement Team Responsibilities Mastery in detailed and more complex client scenarios within various financial planning software for the wealth advisory team Begin identifying potential leadership opportunities within the firm Participate and be a valuable contributor in various team meetings across departments Note-taking in client and internal meetings, tasking within CRM software, follow-through in all client engagements Meeting pr...Associate, Wealth, Wealth Advisor, Financial Planning, Banking, Business Services