Wealth Management Associate: Client Advisory & Growth

PowerToFly; San Francisco (CA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career advancement

Supportive work environment

Job summary

A financial services firm in San Francisco is seeking a Wealth Management Associate to manage client relationships and support financial advisors. This role demands a minimum of 5 years of relevant experience and active licenses like Series 7 and 66. Responsibilities include preparing reports, assisting in investment strategies, and cultivating client trust. Ideal candidates possess strong communication skills, a knack for problem solving, and the ability to work in a fast-paced environment, making this position vital to client satisfaction and business development.

Qualifications

• 5+ years of work experience in a relevant field.
• Knowledge of financial industry and investment products preferred.
• Strong understanding of compliance rules and regulations.

Responsibilities

• Establish trusting relationships with clients.
• Assist Financial Advisors in developing and delivering strategies.
• Lead efforts to enhance client experience.

Skills

Effective written and verbal communication skills

Enjoys working with people and problem solving

Detail-oriented with superior organizational skills

Strong computer skills, including Microsoft Office

Education

Four-year college degree or professional certification

Active SIE, Series 7 and 66 licenses

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

A financial services firm in San Francisco is seeking a Wealth Management Associate to manage client relationships and support financial advisors. This role demands a minimum of 5 years of relevant experience and active licenses like Series 7 and 66. Responsibilities include preparing reports, assisting in investment strategies, and cultivating client trust. Ideal candidates possess strong communication skills, a knack for problem solving, and the ability to work in a fast-paced environment, making this position vital to client satisfaction and business development.