What are the responsibilities and job description for the Wealth Management Associate position at Select Recruiting Group, LLC?
Wealth Management Client Associate – Launch Your Career in Finance!
Are you looking to grow your career in wealth management? Our client, a well-established firm with over 20 years of success in investment management, is seeking a Wealth Management Client Associate to join their team!
This role is perfect for someone with 1-3 years of experience who is eager to build client relationships, gain hands-on experience, and grow within the wealth management industry. You’ll work alongside experienced Financial Advisors in a highly visible and rewarding position, gaining valuable exposure to wealth management strategies.
**On-site position – local candidates only**
What You’ll Do:
- Build relationships and earn clients' trust through outstanding service.
- Assist with account openings, asset transfers, and other client transactions.
- Manage emails, calls, and daily tasks to keep operations running smoothly.
- Ensure regulatory compliance and process Required Minimum Distributions.
- Stay up to date on investment products and services to support clients effectively.
What We’re Looking For:
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- 1-3 years of experience in a client-facing wealth management role.
- Familiarity with CRM systems and wealth management practices.
- Strong skills in MS Excel, Word, and Outlook.
- A proactive attitude and desire to learn and grow in wealth management.
This is a fantastic opportunity to gain hands-on experience in a dynamic firm, work closely with seasoned professionals, and build a strong foundation for your wealth management career.
