Wealth Management Associate: Client Experience Lead

PowerToFly; Washington (District of Columbia); On-site; USD 50,000 - 115,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, Vision Insurance

20 Vacation Days annually

401(k) and Short/Long Term Disability

Job summary

PowerToFly is looking for a Wealth Management Associate in Washington, DC. In this role, you will provide exceptional service to our clients and support Financial Advisors by cultivating client relationships and assisting with business development.

The ideal candidate will have a degree, 5+ years of experience in a relevant field, and required licenses. The position offers a salary range of $50,000-$115,000 and comprehensive benefits.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating relationships.
• Assisting the FA/PWA/team in delivering against their client service model.
• Participating in firm initiatives, training, or projects as directed.

Skills

Strong leadership skills

Detail-oriented

Exceptional writing skills

Ability to work in a fast-paced environment

Team player

Education

Four-year college degree or professional certification

5+ years of work experience in a relevant field

Active Series 7, 66 or 63, 65

Tools

MS Office (particularly MS Excel)

Job description

PowerToFly is looking for a Wealth Management Associate in Washington, DC. In this role, you will provide exceptional service to our clients and support Financial Advisors by cultivating client relationships and assisting with business development.

The ideal candidate will have a degree, 5+ years of experience in a relevant field, and required licenses. The position offers a salary range of $50,000-$115,000 and comprehensive benefits.