Wealth Management Associate
Company: Jobot
Location: Cedar Rapids
Posted on: September 21, 2023
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Job Description:
Wealth Management Associate role with fast track to wealth
advisor!This Jobot Job is hosted by: Chad RockwellAre you a fit?
Easy Apply now by clicking the "Apply" button and sending us your
resume.Salary: $70,000 - $95,000 per yearA bit about us:We are a
company that is passionate about improving the well-being of our
clients, their families, our teammates, and everyone in our
communities. For over 20 years, we've worked to meet the financial
planning needs of our clients with a coast-to-coast footprint of 39
offices and counting. Empowered by technology and inspired by
equality, we are here to serve our clients beyond what is expected
and help them achieve their future.Why join us?We provide a
holistic, total reward offering to empower our teams in their
professional and personal lives. We seek to provide employees with
benefits that place an emphasis on health, happiness, and financial
security. Here is what we offer:Competitive salary and bonus
planCompetitive medical, dental, and vision plansBasic life and
disability coverage401(k) matching programFinancial support for
approved designations and coursesTechnical, leadership, sales
training opportunitiesUnlimited, discretionary time offPaid
parental leaveJob DetailsOur Davenport, Iowa office is seeking an
Associate to assist clients, wealth advisors, and other team
members in various roles to serve a client base consisting of
high-net-worth families and business owners. In this role, you will
become familiar with multiple aspects of the wealth management
practice, including operations, investment management, case
development, the client service model, and new business
acquisition.Primary Responsibilities:Serve on the client service
team to assist in managing client relationships.Involvement in
client and prospect meetings as well as networking
opportunities.Develop competency with our eMoney financial planning
software to assist in developing financial plans.Responsible for
preparing investment (portfolio) analysis and financial-related
projects as needed.Develop competency in our CRM, manage workflows
and related documentation requirements.Facilitate best practices
and assist in monitoring and satisfying compliance
requirements.Basic Qualifications:Undergraduate Degree, preferably
in a business-related fieldMinimum of 3 years in the Wealth
Management/Financial Services industryExperience with Schwab
Institutional, eMoney Advisor, Black Diamond, and other financial
planning software tools, including CRM systemsExcellent verbal and
written communication skills for working with prospects, clients,
and team membersAbility to work efficiently, effectively, and
independently to see projects through to conclusionExcellent
organizational skills with the ability to prioritize multiple
tasks, projects, and assignmentsBasic knowledge of income taxes and
effects of portfolio transactions on income taxesAbility to
register as an Investment Adviser Representative or willing to
obtain within 90 days of employmentInterested in hearing more? Easy
Apply now by clicking the "Apply" button.
Keywords: Jobot, Cedar Rapids , Wealth Management Associate, Executive , Cedar Rapids, Iowa
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here to apply!
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