Wealth Strategy Associate

Job description

Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following:

Investments

• prepare performance reports and other materials for clients
• assist financial advisors in preparing for client conversations
• execute equity and fixed income trades
• assist with investment due diligence

Business Development, Marketing & Events

• provide support for client relationship building and business development activities
• plan team marketing events and maintain marketing materials
• perform business analytics as needed to support financial advisors in the growth of the business
• communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication

Operational & Organizational

• keep management systems up-to-date with client information
• educate clients on account services and capabilities