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Wealth Management Associate

Rubin Wealth Management Group of Wells Fargo Advisors
Boca Raton, FL Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

Wealth Management Analyst

Location : Boca Raton, FL

Employment Type : Full-Time, On-Site

About Us

We are a premier wealth management group in Boca Raton, FL, specializing in providing tailored financial solutions for high-net-worth individuals and families.

Role Overview

In this role, you will work closely with a financial advisor to help high-net-worth clients plan and manage their investments. This position is perfect for someone with a curious mind, a desire to learn, and strong attention to detail.

Why This Role?

  • This is not a sales position. No selling is required.
  • No Industry Experience Required : We’ll help you build expertise in wealth management.
  • Work-Life Balance : Enjoy a high-quality lifestyle with time for family and personal passions.

Key Responsibilities

  • Collaborate with a financial advisor to develop and execute investment strategies for clients.
  • Support high-net-worth clients in organizing and managing their financial plans.
  • Maintain accuracy and attention to detail in handling financial data and documents.
  • Communicate effectively with clients and team members, both in writing and verbally.

    • Qualifications

  • Bachelor’s degree in Accounting (CPA is ideal but not required).
  • Accounting work experience is highly valued.
  • 7 years of work experience after college graduation
  • Positive attitude with an optimistic outlook
  • Exceptional attention to detail and accuracy
  • Strong written and verbal communication skills
  • Team-oriented mindset and ability to collaborate effectively

    • Join Us

    If you’re ready to build a meaningful career in wealth management, gain invaluable experience, and work in a collaborative environment, we’d love to hear from you.

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