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Wealth Management Associate
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$75,000 - $85,000 a year
Full-time
- We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients.
- Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first.
- The Colony Group seeks a motivated and qualified individual for the position of Associate Wealth Advisor.
- The Associate Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.
- Developing an advanced understanding of investments, taxation, and estate planning, as well as the company’s investment strategies;
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