Your role

Senior Wealth Strategy Associate

Your role

Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Senior Wealth Strategy Associate to:
• Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals.
• Develop customized asset allocation strategies and investment solutions for clients.
• Provide support for client relationship building and business development activities.
• Perform business analytics as needed to support financial advisors in the growth of the business.
• Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change.

Your team

Your team

You'll be working as part of Wealth Management Americas in the Atlanta GA market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

Your expertise
• Series 7 and 66 licenses (for registered CSAs only)
• CFA designation in progress or obtained.
• Portfolio experience
• Ideally 3+ years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance.
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical (you can solve problems like nobody's business)
• Team player