What are the responsibilities and job description for the Wealth Management Professional position at Gray, Gray & Gray, LLP?
We are an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Our goal is to provide comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.
We seek a professional to join our team as a Wealth Management Associate. This role requires a strong academic background and at least 3-5 years of experience in the financial services industry. The successful candidate will have excellent communication skills and the ability to work effectively in a team environment.
Responsibilities will include:
- CLIENT PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING PROCESS SUPPORT
- DELIVERY OF EXCEPTIONAL CLIENT EXPERIENCE THROUGH PROACTIVE CLIENT SERVICE AND TIMELY COMMUNICATION
- PARTICIPATION IN FIRM OPERATIONAL INITIATIVES AND ADMINISTRATIVE ACTIVITIES
A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.
