Wealth Management Associate — Hybrid, Growth & Equity

Coldstream; Kenai (AK); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary plus annual bonus

Fully paid medical, dental, vision premiums

401(k) with company match

Paid time off and holidays

Career development opportunities

Job summary

A wealth management firm in Kenai, AK is seeking a Wealth Management Associate to ensure outstanding client service and support. Responsibilities include client communication, data management in CRM, and assisting in financial planning. Ideal candidates have 2+ years of experience in the industry, strong communication skills, and a relevant degree. Competitive salary starts at $70k–$90k, plus bonuses and benefits.

Qualifications

• 2+ years of client-service experience in the wealth-management industry.
• Bachelor’s degree (finance or related focus preferred).
• Strong prioritization skills and the ability to manage tasks independently.

Responsibilities

• Anticipate client needs, address concerns, and resolve issues quickly.
• Oversee the gathering of client information and manage data integrity in our CRM.
• Assist the Wealth Manager in creating financial plans.

Skills

Client-service experience in wealth management

Excellent communication skills

Strong organizational skills

Prioritization skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in finance or related field

Series-65 license

FPQP or first CFP module (willingness to obtain)

Tools

Salesforce CRM

eMoney

Tamarac portfolio management

Job description

A wealth management firm in Kenai, AK is seeking a Wealth Management Associate to ensure outstanding client service and support. Responsibilities include client communication, data management in CRM, and assisting in financial planning. Ideal candidates have 2+ years of experience in the industry, strong communication skills, and a relevant degree. Competitive salary starts at $70k–$90k, plus bonuses and benefits.