Wealth Management Associate - Rochester

Only for registered members Rochester, United States

2 days ago

Default job background
$55,000 - $70,000 (USD)

Job summary

Wealth Management Associate to provide technical and client service support to our Financial Advisors.

This early-career role is ideal for someone eager to learn the wealth management industry and build strong foundational planning, investment, and service skills.

Responsibilities

  • Implement changes, adjustments, rebalancing, recommendations transitions etc. of client investment portfolios.
  • Document client investment plans and monitor adherence to those plans.

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