Tech Stack

Description

You will assist clients and advisors in a wealth management practice, handling client relationships, preparing financial plans and investment analysis, using CRM and financial planning tools, and supporting compliance. This role offers exposure to operations, investment management, and client service in a supportive environment.

Requirements

• Undergraduate degree in business-related field
• 2-3 years wealth management/financial services experience
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and CRM systems
• Excellent communication and organizational skills
• Active series 65 registration or willingness to obtain within 90 days

Responsibilities

• Manage client relationships as part of the client service team
• Participate in client and prospect meetings and networking
• Develop financial plans using eMoney software
• Prepare investment analysis and financial-related projects
• Manage CRM workflows and documentation requirements