What are the responsibilities and job description for the Wealth Management Associate position at Apella Wealth?
A career as a Wealth Management Associate at Apella Wealth presents a unique opportunity to build long-term relationships with clients and contribute to their financial success. Our team is dedicated to delivering exceptional client service, and we're seeking like-minded professionals to join us.
As a Wealth Management Associate, you'll work closely with clients to understand their financial goals and develop tailored solutions to achieve them. You'll also collaborate with our advisors to ensure seamless delivery of our services.
Responsibilities:
- Developing and maintaining client relationships
- Collaborating with advisors to deliver financial services
- Providing administrative support during the financial planning process
- Processing account paperwork and maintaining related files
Requirements:
- 3-5 years experience in finance or investment industry
- Bachelor's Degree preferred
- Knowledge of investment products and custodial accounts
- Proficiency in Microsoft Office and CRM software
- Excellent communication and interpersonal skills
- Organizational and time management skills
