19 Wealth Management Associate Jobs in Orlando, FL
Windward Recruiting is Hiring a Wealth Management Associate Near Orlando, FL
We are seeking a motivated and detail-oriented Wealth Management Associate to support a Wealth Management team in delivering exceptional service to high-net-worth clients. This role involves assisting with client relationship management, investment analysis, financial planning, and administrative tasks. The ideal candidate will be an entrepreneurial-minded, team-player who prioritizes client satisfaction.
This is a hybrid position that will require working both remotely and on-site.
RESPONSIBILITIES
- Respond to client inquiries and requests promptly
- Prepare and update client meeting materials, presentations, and reports
- Conduct follow-up activities post-client meetings
- Research and analyze investment products, market trends, and economic conditions
- Assist in developing financial planning strategies and prepare comprehensive financial plans
- Participate and assist in identifying and pursuing new business opportunities
- Maintain compliance with regulatory requirements and company policies
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or a related field
- Minimum 3 years of direct experience in Wealth Management, Financial Planning or a related field
- Strong analytical skills and ability to interpret financial data
- Excellent verbal/non-verbal communication skills and interpersonal skills
- Proficiency in Microsoft Office Suite and financial planning software
- Detail-oriented with strong organizational skills
- Ability to work independently and as part of a team
- Series 7 and 66 licenses preferred, or willingness to obtain
- CFP preferred, or willingness to obtain
Job Summary
Full Time
$60k-89k (estimate)
06/27/2024
07/14/2024
windwardrecruiting.com
Mequon, WI
<25
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