Associate
$80,000–$86,000 year
On-site · Stamford, Connecticut, United States
Job Summary
Associate will collaborate with Financial Advisors to build client relationships and support services such as portfolio analysis, account creation/maintenance, and meeting preparation; participate in the Associate Development Program (ADP) with extensive training on investments, trusts & estates, wealth planning, client service, leadership, and professional skills; role focuses on asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth-management guidance for high-net-worth individuals and families; opportunity to advance into client service, wealth strategies, investment strategies, or Advisor roles based on strengths and milestones.
Required Qualifications
- Bachelor's degree
- 1-2 years client service experience (financial services a plus)
- Proficiency in Word and Excel
- Willingness/ability to pursue required Series exams (SIE, Series 7, Series 63) as Sponsor provided
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