What are the responsibilities and job description for the Client Associate - Associate Advisor position at Precision Wealth Strategies?
As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would be referred to as the client’s lead coordinator, someone who can take the Macro Vision provided by the Strategic Advisor and execute a multitude of tactics to achieve that vision. Requires someone who excels in a fast-paced environment, and can handle a full workload. Do not worry, there will be no boredom with this role, as multi-tasking is a requirement!