What are the responsibilities and job description for the Associate, Wealth Management position at Jobleads-US?
Choreo Wealth Management Associate
At Choreo, we are a wealth management firm built on an interconnected network of financial advisors with a shared vision to serve entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning.
We are seeking an Associate to join our team in our Orinda, California office. In this role, you will assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.
At Choreo, we are a wealth management firm built on an interconnected network of financial advisors with a shared vision to serve entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning.
We are seeking an Associate to join our team in our Orinda, California office. In this role, you will assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.
Key Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field.
- Minimum of 3 years in the Wealth Management/Financial Services industry.
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems.
- Excellent verbal and written communication skills for working with prospects, clients, and team members.
- Ability to work efficiently, effectively, and independently to see projects through to conclusion.
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes.
- Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 90 days of employment.
Employee Benefits:
- Competitive salary and bonus plan.
- Competitive medical, dental, and vision plans.
- Basic life and disability coverage.
- 401(k) matching program.
- Financial support for approved designations and courses.
- Technical, leadership, sales training opportunities.
- Unlimited, discretionary time off.
- Paid parental leave.
