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 with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
• 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
• 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

You'll be working as part of Wealth Management Americas International Division in Coral Gables. 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. As a Wealth Strategy Associate, you'll play an important role in achieving our goals.

You will be the point of contact for client services requests and operational processing for prospects and existing clients of the Financial Advisor.

Your expertise
• series 7 and 66 licenses
• Experience in client service, within the finance sector
• excellent communicator, with top-notch interpersonal skills
• analytical and logical (you can solve problems like nobody's business)
• Fluent in Spanish and English