Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to learn the full scope of our business and ultimately grow into a role that is best suited to their interests and skillset. The role will consist of helping with the following: Investments • prepare performance reports and other materials for clients • assist financial advisors in preparing for client conversations • execute equity and fixed income trades • assist with investment due diligence Business Development, Marketing & Events • provide support for client relationship building and business development activities • plan team marketing events and maintain marketing materials • perform business analytics as needed to support financial advisors in the growth of the business • communicate and represent our team brand to ultra-high net worth clients of varying levels of sophistication Operational & Organizational • keep management systems up-to-date with client information • educate clients on account services and capabilities