Tech Stack

Description

As a Senior Associate Advisor, you will support high-net-worth clients and wealth advisors, gaining exposure to operations, investment management, financial planning, and client service. You'll attend client meetings, use eMoney for financial plans, and manage CRM workflows.

Requirements

• Undergraduate degree, preferably in business-related field

Responsibilities

• Serve on client service team to manage client relationships
• Attend client and prospect meetings and networking events
• Develop financial plans using eMoney software
• Prepare investment analysis and financial-related projects
• Manage CRM workflows and compliance requirements