Wealth Management Associate - NY, Woodbury (2470)
reputed company Advisors is dedicated to making a positive impact in the lives of its clients. The Wealth Management Associate role involves building client relationships, developing financial strategies, and consulting on financial products to help clients reputed company their financial goals.
Responsibilities
- Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and reputed company tracking
- Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
Skills
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Values-driven with a track record of reputed company and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- Must be authorized to work in the United States
- In-office reputed company required
Benefits
- Health
- Dental and reputed company
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
Company Overview