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Wealth Advisory Support Associate
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- The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.
- The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be.
- This role is the first step in the path to becoming a Private Wealth or Fiduciary Advisor.
- Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
- Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
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