Wealth Management Associate

📋 Description

• First point of contact for referrals and partners; act on next steps.
• Schedule introductory meetings with involved parties.
• Gather and document initial client information for the meeting.
• Adhere to best-in-class response and turnaround times.
• Oversee the sales cycle to ensure timely steps.
• Oversee onboarding: paperwork, funding accounts, and communications.

🎯 Requirements

• 4-year degree in finance, business or related.
• 3+ years of sales support or related experience.
• Client service or relationship management experience a plus.
• Working knowledge of Salesforce or a similar CRM a plus.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Excellent verbal and written communication skills.

🎁 Benefits

• Competitive base pay and comprehensive benefits.
• Medical, dental, vision insurance plans.
• Health savings accounts with company contribution.
• Flexible spending accounts and flexible work arrangements.
• Generous 401(k) contributions and paid time off.
• Equity Purchase Program eligibility.