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
You'll be working with the Hartlieb, Chleborad, and Morris. 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 Senior Wealth Strategy Associate, you'll play an important role in in assisting the Financial Advisors in helping the clients meet their financial goals.
Your expertise
• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on business or finance
• excellent communicator, with top-notch interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets
