Are you truly service oriented? Do you know how to take care of people? Does financial data excite you?

We’re looking for a Wealth Management Associate to:

• assist financial advisors in providing analytic information
• help develop customized asset allocation strategies and investment solutions for
clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the
business
• analyze and interpret portfolio performance reviews, help with the preparation of
reports and other materials for client meetings. Keep management systems up-to-date
with client information