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Robert Half is in partnership with a reputable Registered Investment Advisory firm looking to add an Associate Wealth Manager to their dynamic team. The role presents an exciting opportunity to grow within a well-established company while working with an active team of Wealth Managers and Client Services.

Responsibilities:

- Collaborate with key team members to provide quality client service

- Prepare necessary materials for client meetings and follow-ups

- Employ advanced financial applications in advising clients

- Provide support for client onboarding and account implementation

- Conduct and present comprehensive investment analysis and recommendations

- Assist with compliance and operational tasks such as tax planning and quarterly billing

- Participate in regular Wealth Manager meetings

Qualifications:

- Bachelor's degree in a financial field ( finance, economics, etc.) or financial credentials with a liberal arts degree

- Minimum of 3 years of experience in the investment or financial planning industry

- A GPA of 3.5 or higher

- Excellent communication and interpersonal skills

- Proficient in Excel, Word, and Outlook

- Income tax preparation experience preferred

- Prior experience with financial applications such as Money Guide Pro, Tamarac, and Holistiplan, advantageous.

The ideal candidate is a high-initiative, motivated individual with exceptional multi-tasking skills. The ability to work both independently and as part of a team is essential. This job offers a hybrid work schedule as part of its flexible work arrangements.

Requirements
Private Wealth Management