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.
- 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.
- 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 firstname.lastname@example.org