Wealth Management Associate
Middleton, Wisconsin, United States of America On-site
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About the role
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
What you'll bring
- 5+ years of work experience in a field relevant to the position required
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required
- Strong leadership skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment