Sr. Associate, Wealth Management (Hybrid)

Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients.

Requirements

• Provide support to Advisors in all areas of financial planning
• Initiate and field client calls on various items
• Create proposals for prospective clients
• Create and/or update financial plans for clients
• Prepare materials for client meetings
• Attend client meetings and manage/complete all meeting follow-up activities
• Liaise with client’s attorneys and accountants as needed
• Monitor portfolios and maintain portfolio target allocations
• Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs