What are the responsibilities and job description for the Associate Wealth Manager position at Jobleads-US?
Key Responsibilities
- Serve on the client service team to manage client relationships.
- Participate in client and prospect meetings, as well as networking opportunities.
- Develop competency with our eMoney financial planning software to create financial plans.
- Prepare investment analysis and financial-related projects as needed.
- Manage workflows and related documentation requirements using our CRM system.
- Foster best practices and ensure compliance requirements are met.
