Tech Stack

Description

In this role, you will assist clients, wealth advisors, and team members in managing client relationships, developing financial plans using eMoney software, and preparing investment analysis. You'll gain exposure to operations, investment management, case development, and new business acquisition at a growing wealth management firm.

Requirements

• Undergraduate degree, preferably in business-related field

Responsibilities

• Serve on client service team to manage client relationships
• Participate in client/prospect meetings and networking
• Develop financial plans using eMoney software
• Prepare investment portfolio analysis and financial projects
• Manage CRM workflows and compliance documentation