Senior Wealth Strategy Associate

Job description

Do you currently hold active Series 7 and Series 66 licenses (or equivalent)? Do you have ideally 2-3+ years of experience in wealth management or financial services? Do you have experience supporting client relationships and mentoring junior team members?

We're looking for a Senior Wealth Strategy Associate to:

• Manage all aspects of client operations, including account opening, maintenance, and asset movement requests.
• Deliver exceptional client service by responding to account-related inquiries and requests.
• Build and strengthen client relationships while supporting business development initiatives.
• Coach, mentor, and provide day-to-day support to junior team members.
• Participate in team projects, meetings, and process improvement initiatives to enhance the client experience.