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Wealth Management Client Associate

In United States

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Wealth Management Client Associate   

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JOB TITLE:

Wealth Management Client Associate

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Davenport, IA United States

JOB DESCRIPTION:

Business Overview
Our Client is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Client is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

 

Client's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of client coupled with the banking convenience of Bank of America.

 

Description

The Wealth Management Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with client. Fully registered Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.

 

Required Skills:

  • Minimum of 1+ year's professional or relevant internship experience

  • If Series 7 and 66 licenses or Series 7, 63 and 65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code

  • Knowledge of investment and banking products, policies & procedures

  • Strong client service & technical skills (MS Word & Excel)

  • Strong communication, time management, and organizational skills 

 

Desired Skills:

  • Undergraduate degree

 

This position is eligible for a $2,500 referral bonus through the MyRecruit program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire. 

 

Please be advised that under current company policy, Client does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

 

NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).

Position Details

POSTED:

Oct 07, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16528320288612307

LOCATION:

United States

CITY:

Davenport, IA

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Wealth Management Client Associate    Apply

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<div> <p><i><b><u>Business Overview</u></b><br /> Our Client is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Client is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.</i></p> <p> </p> <p><i>Client's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of client coupled with the banking convenience of Bank of America.</i></p> <p> </p> <p><u><b>Description</b></u></p> <p>The Wealth Management Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with client. Fully registered Wealth Management CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA.</p> <p> </p> <p><u><b>Required Skills:</b></u></p> <ul> <li> <p>Minimum of 1+ year's professional or relevant internship experience</p> </li> <li> <p>If Series 7 and 66 licenses or Series 7, 63 and 65 licenses are not currently held, must be obtained within a specified timeframe if being hired into a registered job code</p> </li> <li> <p>Knowledge of investment and banking products, policies & procedures</p> </li> <li> <p>Strong client service & technical skills (MS Word & Excel)</p> </li> <li> <p>Strong communication, time management, and organizational skills </p> </li> </ul> <p> </p> <p><u><b>Desired Skills:</b></u></p> <ul> <li> <p>Undergraduate degree</p> </li> </ul> <p> </p> <p><b>This </b><b>position is eligible for a $2,500 referral bonus through the </b><b>MyRecruit</b><b> program. To qualify, your referral must be fully licensed (Series 7, 66 or 63/65) at the time of hire. </b></p> <p> </p> <p>Please be advised that under current company policy, Client does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.</p> <p> </p> <p><u><b>NOTE:</b></u> In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).</p> </div>


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