Wealth Management Associate

Angott Search Group has partnered with a financial advisory firm in their search for a Wealth Management Associate. This person will be a self-motivated individual who will fill a crucial role on their team. The primary responsibility of this position will be assisting investment advisors with servicing client needs.

Responsibilities:

  • Responding to client requests.
  • Research problems.
  • Prepare paperwork for the advisor.
  • Work with the team to ensure an excellent client experience.
  • Strong oral and written communication skills.
  • Proficiency in Microsoft Office applications – Word, Excel and Outlook.

Requirements:

  • Must have wealth product/services experience and knowledge.
  • Previous experience at a wealth management/investment firm strongly preferred.
  • Knowledge of retirement industry products/services strongly preferred.

To apply for this job email your details to mmcnamara@asgteam.com