Senior Wealth Strategy Associate
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About The Position
We're looking for a Senior Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities. The role involves preparing supporting materials and sample reports that can be used repeatedly in client and potential client meetings, assisting financial advisors in client conversations by providing analytic information and aiming to understand the client's goals. Additionally, you will develop customized asset allocation strategies and investment solutions for clients, perform business analytics as needed to support financial advisors in the growth of the business, and analyze and interpret portfolio performance reviews to make recommendations to financial advisors for potential change.
