Wealth Management Associate

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Act as the main point of contact for routine inquiries from clients.

• Assist in the preparation for client meetings by collecting and updating financial information.

• Participate in client meetings as necessary and help with follow-up tasks.

• Address client service requests promptly and professionally.

• Create financial planning materials such as charts, reports, and presentations.

• Aid in formulating portfolio recommendations that align with client objectives and risk tolerance.

• Support portfolio reviews, reporting, and rebalancing processes.

• Oversee account activity and help coordinate trades.

• Handle the processing of new accounts, transfers, and updates to existing accounts.

• Collaborate with custodians and internal teams to finalize account activities.

• Ensure accurate maintenance of client records while adhering to regulatory standards.

• Assist with ongoing data management and reporting requirements.

⛳️ Requirements

• A college degree is preferred.

• 2-5+ years of relevant experience.

• Familiarity with Salesforce CRM.

• Experience with Envestnet and Thompson ONE.

• Must currently hold or be willing to obtain within six months post-hire: Series 7, Series 66, and relevant state life, accident, and health insurance licenses.

🏝️ Benefits

• Health insurance

• Dental insurance

• Vision insurance

• Paid Time Off (PTO)

• SIMPLE IRA retirement plan