Wealth Strategy Associate - Client Services

Diversified Trust; Memphis (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Diversified Trust in the Southeast seeks a Relationship Associate to join a team of client professionals delivering wealth management, family office, investment advisory and trust services to clients.

You will assist senior wealth strategists, collect information, input data into planning software, prepare customized reports for meetings and support planning, client service, and business development activities.

Qualifications

• Bachelor's degree in Business or related field; advanced degree preferred.
• CFP, CPA, CPWA or other advanced designation required.
• 3+ years of financial planning, estate and/or tax planning experience, investment advisory or comparable experience preferred.
• Working knowledge of wealth management planning areas (cash flow, education, retirement, risk management, tax, trust and estate).
• Ethical practitioner with ability to exercise sound judgement and manage risk.
• Ability to develop trust and build internal and external relationships.
• Strong work ethic with ability to work under pressure and handle multiple tasks within deadlines.
• Strong analytical abilities and excellent attention to detail.
• Excellent writing and communication skills.

Responsibilities

• Assist senior wealth strategists and other client service team members in developing and servicing client specific financial plans.
• Correspond with clients to obtain necessary information for financial plan development; review and organize client source materials.
• Input information into planning software for analysis and development of client presentation materials.
• Participate in wealth strategies team meetings and collaborate to improve processes and deliverables.
• Assist with the preparation of customized reports and presentations for current and prospective client meetings.
• Attend periodic client meetings; follow up on outstanding client service items.
• Provide excellent client service; respond to day-to-day inquiries from clients and team members.
• Assist in research and development of client solutions.
• Engage in business development activities and assist in generation of new business.

Skills

Communication skills

Relationship building

Analytical abilities

Attention to detail

Education

Bachelor's degree in Business or related field

CFP, CPA, CPWA or other advanced designation

Job description

Diversified Trust in the Southeast seeks a Relationship Associate to join a team of client professionals delivering wealth management, family office, investment advisory and trust services to clients.

You will assist senior wealth strategists, collect information, input data into planning software, prepare customized reports for meetings and support planning, client service, and business development activities.