Wealth Management Associate

Ascendo Resources; Atlanta (GA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their dynamic team in the Wealth Management sector. This role offers a unique opportunity to provide exceptional service to high-net-worth clients, ensuring their needs are met with professionalism and urgency. You will manage operational tasks, support wealth advisors, and contribute to team initiatives in a fast-paced environment. If you thrive in client-facing roles and are passionate about financial services, this is your chance to make a significant impact in a high-performing organization.

Qualifications

• Experience in wealth management or financial advisory is essential.
• Detail-oriented and organized in a fast-paced environment.

Responsibilities

• Deliver exceptional service to high-net-worth clients.
• Manage client onboarding and transaction processing.
• Support wealth advisors with administrative needs.

Skills

Client Service

Interpersonal Skills

Communication Skills

Organizational Skills

Detail-oriented

Education

Bachelor's Degree

Tools

FINRA Series 7 License

FINRA Series 66 License

Job description

Direct message the job poster from Ascendo Resources

Ascendo is thrilled to present an amazing opportunity in the fast-paced Wealth Management industry!

This is a prime chance to align yourself with an industry leader in a role that is truly on an upward trajectory. We’re partnering with a dynamic organization in Atlanta, GA that's looking for someone who thrives in client-facing roles and has a solid background in financial services. If you're passionate about delivering exceptional client service, love a well-organized workflow, and are excited by the idea of being part of a high-performing team in private wealth management — this could be your next big move.

Responsibilities:

• Deliver exceptional service to high-net-worth clients through consistent communication and support
• Manage operational tasks including client onboarding, account maintenance, and transaction processing
• Act as a point of contact for client inquiries and resolve issues with professionalism and urgency
• Support wealth advisors with administrative needs and customized client requests
• Participate in team initiatives and contribute to special projects as needed
• Assist with event coordination and office-level activities to support market visibility

Qualifications:

• Previous experience supporting clients in a wealth management or financial advisory environment
• Bachelor’s degree strongly preferred
• FINRA Series 7 & 66 licenses is a plus (or willing to obtain if not currently held)
• Detail-driven and exceptionally organized in a fast-paced, service-oriented setting
• Strong interpersonal and communication skills
• Ability to juggle multiple priorities while maintaining accuracy and professionalism

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Seniority level

Associate

Employment type

Full-time

Job function

Finance