Wealth Service Associate
reputed company is a purpose-led firm focused on making financial reputed company accessible to reputed company. The Wealth Service Associate role involves supporting sales and building relationships with advisors, handling inquiries reputed company to various financial products, and identifying new sales opportunities.
Responsibilities
- Respond to service requests from directors, internal wholesalers and internal sales managers
- Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
- Learn to identify new sales opportunities
Skills
- Bachelor's degree or 8 years of equivalent experience
- 1+ years of industry-reputed company experience is necessary
- FINRA licensing required reputed company 45 days of employment including SIE, Series 7, Series 63 licenses
- Requires ability to work independently
- Persuasive written and verbal communication (including telephone) skills
- Excellent presentation skills
- Travel as needed to support territory or conference needs
- Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set reputed company of accrued time earned each pay period.
Company Overview