Your role
A Senior Wealth Strategy Associate provides support to the branch team in the development of wealth management strategies and marketing efforts.
• 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
• Perform business analytics as needed to support Financial Advisors in the growth of the business
• Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts
Your team
You'll be working as part of Wealth Management Americas. 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
• SIE, Series 7, Series 66 or combined 63 and 65
• CFP a plus
• High school diploma or equivalent (college degree a plus)
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience, with strong interpersonal skills
• Self-starter who is comfortable managing complex and evolving situations
