Associate (Senior) Wealth Advisor

Gatepass; Independence (OH); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in wealth management is seeking a motivated Associate or Senior Associate Wealth Advisor. This role offers a unique opportunity to support Senior Advisors in delivering exceptional financial planning services while gaining hands-on experience in the financial services sector. The ideal candidate will engage in client relationship management, investment research, and administrative support, contributing to the overall success of the team. With a commitment to professional development and mentorship, this position is perfect for those eager to grow their careers in a dynamic environment where integrity and client satisfaction are paramount.

Qualifications

• Bachelor's degree in Finance, Business, or Economics required.
• 2-5 years in financial services or wealth management preferred.

Responsibilities

• Assist in managing client relationships and conducting financial analyses.
• Support senior advisors with investment research and portfolio monitoring.
• Handle administrative tasks and coordinate client meetings.

Skills

Financial Analysis

Client Relationship Management

Investment Research

Communication Skills

Analytical Skills

Organizational Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Job description

GatePass Capital is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering investment and wealth management services and comprehensive financial planning.

At GatePass, we exist with a singular purpose: to help our clients prosper in all aspects of life. Our five core pillars are:

Client Experience

Unwavering Integrity

Satisfied Employees

Community Asset

Aim to Win

We are currently seeking a dynamic and driven Associate or Senior Associate Wealth Advisor to join our growing wealth management team. The ideal candidate will play a crucial role in supporting our Senior Advisors in delivering exceptional financial planning and investment advisory services to clients. This is an excellent opportunity for a motivated individual to gain hands-on experience and grow in the wealth management industry.

Responsibilities:

Client Support:

• Assist in managing and cultivating client relationships by providing exceptional service.
• Support senior advisors in understanding clients' financial goals and needs.
• Conduct financial analyses to assist in the creation of comprehensive financial plans.
• Gather and organize client financial information for review by senior advisors.

Investment Research:

• Assist in market research and analysis to identify potential investment opportunities.
• Stay informed about market trends, economic conditions, and industry developments.
• Support in the construction and monitoring of client investment portfolios.
• Collaborate with senior advisors to implement strategic asset allocations.

Client Communication:

• Communicate with clients to provide updates on portfolio performance and market insights.
• Assist in addressing client inquiries and requests in a timely and professional manner.

Administrative Support:

• Handle administrative tasks related to client accounts, documentation, and compliance.
• Coordinate and schedule client meetings and follow-ups.

Professional Development:

• Stay informed about industry regulations, best practices, and advancements.
• Pursue professional certifications and training opportunities to enhance knowledge and skills.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 2-5 years of experience in a financial services or wealth management role
• Basic understanding of financial markets, investment products, and financial planning principles.
• Excellent analytical and organizational skills.
• Strong interpersonal and communication skills.
• Ability to work collaboratively within a team environment.
• Willingness to learn and take on new responsibilities.
• Uphold ethical standards and maintain client confidentiality.

This is an associate or senior associate level position with opportunities for growth within the organization. We are committed to providing mentorship and training to help you develop a successful career in wealth management.

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