- Assisting Financial Advisors during client meetings by actively listening, providing relevant analytical insights, and accurately documenting client financial situations, objectives, and risk tolerances.
- Supporting Financial Advisors in fostering client relationships and business development activities.
- Utilizing firm platforms to develop financial plans and asset allocation strategies for review by Financial Advisors.
- Analyzing portfolio performance reports, external research, and data to provide recommendations for potential changes.
- Creating supporting materials and sample reports for client meetings.
- Conducting business analytics to support Financial Advisors in business growth initiatives.
- 0-7 years of experience, preferably in financial or analytical roles.
- Bachelor's degree in finance or business preferred.
- Series 7 and 66 certifications required.
- Proficiency in Microsoft Office Suite, particularly MS Excel.
- Strong attention to detail and analytical skills.
- Effective written and verbal communication skills.
- Ability to collaborate as part of a team with strong interpersonal skills.
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Wealth Management Associate - Boston, United States - Atlantic Group
Description
A global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and Series 66 are required for this position.
As a Wealth Strategy Associate, your role involves assisting your team in crafting various wealth management plans and strategies, such as financial and investment plans. Tailoring these plans to suit client needs, goals, and risk tolerance requires utilizing firm resources alongside your expertise in financial analysis and investing principles. Additionally, you support Financial Advisors during client discussions by actively listening to client needs, aiding in the formulation of wealth management plans reviewed by Advisors.
Your proficiency extends to understanding financial markets, analyzing and reporting financial data, and your approach is characterized by analytical precision, attention to detail, and a focus on service. Effective communication and teamwork are essential in your role, and you report directly to the Branch Administrative Manager or Branch Operations Manager.
Key responsibilities include:
Relationship Management:
Wealth Management:
Practice Management:
Basic requirements include:
