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Wealth Management Associate

Company: Financial Services Firm - Midtown
Location: New York
Posted on: May 18, 2018

Job Description:

Job DescriptionThe Role:We are looking for an Associate to work in a client facing role alongside a team of Financial Advisors in Private Wealth Management. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Associates to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects.Responsibilities:- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation- Partner with team members to accomplish a common goal of providing exceptional service- Interact with clients (directly and indirectly) to support all aspects of their servicing needs related to the management of their relationship- Interact and network with senior professionals throughout the firm to fuel career successTraining Program:Associates will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.Content can include:- In-depth industry training, as well as on proprietary investments, services, policies and procedures- Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies- A focus on client service excellence, partnership and sales training in order to strengthen the client experience- Behavioral training geared toward development of communication, leadership, and other professional skills- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate roleRequirements Include:- Bachelor’s degree in business, finance or economics with excellence in academics and strong leadership experience- Two years of industry experience or be a recent college graduate with relevant internships.- Accomplished team player who seeks a rigorous and challenging environment for their career development.- Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere.- Strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.- Proficiency in Word and Excel are required. The firm will sponsor required series 7 and 63 licenses. Company DescriptionThis company offers a full range of investment services designed to help high-net-worth individuals and families. The company is committed to serving the client's best interests maintaining the highest standards of performance and integrity. This position is in the Midtown Manhattan office.

Keywords: Financial Services Firm - Midtown, New York, Wealth Management Associate, Executive, New York, New York

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