The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities

+ Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

+ Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s financial relationships.

+ Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients

+ Successfully partner with Broker Dealer for new account establishment, account maintenance, and compli...