What are the responsibilities and job description for the Wealth Management Associate position at AG Foundry - Recruiting & Staffing?
AG Foundry - Recruiting & Staffing is looking for a skilled Wealth Management Associate to join their team. As a vital member of the financial services firm, you will contribute to enhancing the client experience by delivering top-notch service.
About the Opportunity:
- Support Financial Advisors with sales, service, and operational tasks.
- Onboard new clients and manage documents accurately.
- Operate DocuSign, scanning, and electronic filing.
- Handle basic money movements.
- Execute trades as directed by the Financial Advisor.
- Monitor and process required Minimum Distributions (RMDs).
- Attend client review meetings and develop action plans.
- Streamline and maintain workflows.
- Investigate client and security information through back-office systems.
- Administer databases and produce reports using Salesforce.
- Engage in cross-functional training and support various operational duties.
Essential Skills:
- Hold Series 7, 63, and Series 65 licenses.
- Bring 3 years of relevant experience as a Registered Sales Assistant.
- Exhibit comprehensive expertise in online trading, client service, and regulatory compliance.
- Present a Bachelor's degree or equivalent blend of education and experience.
Benefits Package:
- Complete company benefit coverage.
- Matching 401(k) plan.
- Free access to a state-of-the-art fitness center.
- Generous PTO and flexible work arrangements.
