Wealth Management Associate - Scottsdale, AZ - Farther

    Farther
    Farther Scottsdale, AZ

    4 days ago

    Description

    Wealth management is about more than just numbers – it's about helping high-net-worth individuals, executives, and entrepreneurs achieve their financial goals.

    The Role

    • Support three senior Managing Directors with meeting preparation, client follow-up, portfolio materials, financial planning coordination, and business development support.

    Prepare comprehensive client meeting materials including agendas, financial plan updates, portfolio reviews, and quarterly reports. Execute post-meeting workflows by reviewing AI notes, managing task lists, and drafting client recap emails . Respond to day-to-day client requests…


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