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.
• actively participate with Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio

Your team

You will serve as a Senior Wealth Strategy Associate on a client-focused team - The Bradley Group, based in Conshohocken, Pennsylvania. This team of seasoned financial professionals is committed to helping clients, their businesses, and their organizations create meaningful change. The team's goal is to simplify clients' financial lives, giving them the clarity and confidence to evaluate their options, make informed decisions, and move forward with purpose.

Your expertise
• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance and business administration.
• strong analytical skills and deep knowledge of investments
• excellent written and verbal communication skills
• team player and strong interpersonal skills.

How we hire

We may request you to complete one or more assessments during the application process. Learn more