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Benefits offered by this job
Medical and dental insurance
401(k)
Pension plan
Annual Bonus and Commission
Job summary
A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree or equivalent experience and a desire for continuous learning. Comprehensive training and support for certification is provided, alongside a competitive compensation package.
Qualifications
A degree in finance or a related field, or equivalent professional experience.
A proven record in sales or client service roles.
Ability to learn continuously and adapt to new situations.
Responsibilities
Build and maintain a client base through networking and relationships.
Educate clients on financial products and services.
Manage client financial plans and provide ongoing advice.
Skills
Sales proficiency
Client interaction
Financial analysis
Education
4-year degree or equivalent work experience
Job description
A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree or equivalent experience and a desire for continuous learning. Comprehensive training and support for certification is provided, alongside a competitive compensation package.