Associate Wealth Advisor - Salal Credit Union
$81,168–$81,168 year
Remote · New York City, New York, United States or US
Job Summary
The Associate Wealth Advisor provides investment and relationship management support to senior advisors, including daily research and reporting tasks. Responsibilities include managing a portion of client relationships, prospecting for new business, assisting in presenting wealth management solutions, developing customized asset allocation strategies, supporting business development activities, and performing business analytics. The ideal candidate is a proactive self-starter with strong attention to detail, interpersonal skills, and proficiency in relevant software. A Bachelor's degree in Finance or Business Administration and 3 years of client service experience in finance are preferred.
Required Qualifications
- 3 years of experience in client service within the finance sector preferred
- Bachelor's degree or equivalent in Finance or Business Administration preferred
- Licenses Required: Series 7, Series 66 (or Series 63/65)
- Life & Health Insurance License or obtain in +/-120 days based on the number of licenses needed
Desired Qualifications
- Strong time management with competing priorities
- Outstanding interpersonal skills
- Ability to analyze and research information with a logical approach
- Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
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