Description

You will assist clients and wealth advisors in a wealth management practice, handling client relationships, financial planning, and investment analysis. This role offers exposure to operations, case development, and client service, helping high-net-worth families and business owners.

Requirements

• Undergraduate degree in business-related field preferred

Responsibilities

• Serve on client service team to manage client relationships
• Develop competency with eMoney financial planning software
• Prepare investment and financial projects as needed
• Manage workflows and documentation in CRM
• Monitor and assist with compliance requirements