Wealth Strategy Associate

Bachelor’s degree or equivalent, preferable if analytical field of study (Finance, Accounting, Economics, etc.)
Self-motivated. This is an entrepreneurial role with little to no direction on daily tasks / responsibilities.
Excellent communicator, with top-notch interpersonal skills
Team player with willingness to learn, grow, and receive feedback
Willingness to serve as a ‘utility player’ and address client administrative needs to ensure exceptional client service
Ideally Series 7 and 66 licensed, or ability to obtain within six months of hiring
Proficient in Microsoft Excel & Power Point

Prepare, analyze, and interpret portfolio performance reviews and make recommendations to financial advisors for potential change(s).
Develop customized templates relevant to asset allocation studies, manager performance assessment, research, etc.
Research investment solutions (managers, vehicles, etc.) and present to Financial Advisors in Investment Committee meetings. Prepare all materials for quarterly Investment Committee meetings.
Provide support for business development initiatives, such as managing the team website, developing all customized pitchbook / case study material in collaboration with Financial Advisors, and managing Financial Advisor email marketing lists.
Respond to Requests for Proposals.
Develop relationships with clients, and necessary client communication skills, through administrative involvement / account servicing / responding to client requests.
Improve team efficiency by creation of client-facing templates and decks.
Proactively manage and prepare meeting materials / deliverables in accordance with Financial Advisors’ calendars.
Assist with special projects, such as business development event planning and related brochures / ads, etc.

Preferred, but not required to have prior experience in client service within the financial services industry broadly
A desire to pursue further accreditation, e.g., CFP™, CFA®, AWMA®, etc.