Wealth Management Associate

Job is Expired

Location: Remote

Compensation: To Be Discussed

Reviewed: Tue, May 20, 2025

Job Category: Financial

Employer Type: Employer

Career Level: Experienced, Management

Education Level: Some College, Bachelors

Job Summary

A company is looking for an Associate, Wealth Management.

Key Responsibilities

Support Senior Wealth Managers by learning investment strategies and providing superior client service
Prepare for client meetings by collecting financial information and creating presentation materials
Coordinate investments for new client allocations and execute trades as directed

Required Qualifications

Bachelor's degree
Completed courses in Finance, Financial Planning, Wealth Management, or a related field
Highly organized and technically proficient
Ability to think strategically in a fast-paced environment
Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel

COMPLETE JOB DESCRIPTION

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...

Job is Expired

Company Overview

Company Company Name

Headquarters Headquarters

Founded Founded

Website

The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...