Senior Wealth Management Associate - Mercer Island
1 month ago

Job summary
We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team.This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
- Act as a primary point of contact for clients, outside advisors (CPAs/attorneys) and custodians
- Participate in client meetings and present ideas and concepts in an organized and effective manner; manage agenda, record notes, prepare summary emails, and manage post-meeting action items
Job description
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