What are the responsibilities and job description for the Investment Advisor Associate position at Gray, Gray & Gray, LLP?
As a Wealth Management Associate at Gray Private Wealth, you'll have the opportunity to develop a career in financial services while working with a rapidly growing practice. You'll support our client portfolio management team and participate in firm operational initiatives and administrative activities.
We're looking for a motivated individual with a strong academic background and at least 3-5 years of experience in the financial services industry. Your responsibilities will include:
- SERVICING HIGH-NET-WORTH CLIENTS WITH SUPERIOR CLIENT SERVICE
- DEVELOPING AND IMPLEMENTING INVESTMENT STRATEGIES TAILORED TO EACH CLIENT'S UNIQUE OBJECTIVES AND CONSIDERATIONS
- PARTICIPATING IN FIRM OPERATIONAL INITIATIVES AND ADMINISTRATIVE ACTIVITIES
You'll also have opportunities to pursue CFA/CFP designation and advance your career in a supportive and dynamic environment.
