Wealth Strategy Associate
About The Position
We’re looking for a Wealth Strategy Associate to assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. This role involves developing customized asset allocation strategies and investment solutions for clients, providing support for client relationship building and business development activities, performing business analytics as needed to support financial advisors in the growth of the business, and analyzing and interpreting portfolio performance reviews and making recommendations to financial advisors for potential change. You’ll be working as part of a Wealth Management team in the Pasadena office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Requirements
- series 7 and 66 licenses (for registered CSAs only)
- ideally 2-5 years of experience in client service, within the finance sector
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems)
- team player
Nice To Haves
- bachelor's or master`s degree (preferred, not required)
Responsibilities
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Benefits
- competitive benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
