Senior Wealth Strategy Associate - Coral Gables

Only for registered members Coral Gables, United States

1 month ago

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Job summary

assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals develop customized asset allocation strategies and investment solutions for clients provide support for client relationship building and business development activities perform business analytics as needed to support financial advisors in the growth of the business analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

  • series 7 and 66 licenses (or required to obtain within 90 days)
  • ideally 5+ years of previous work experience within the financial sector

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