Senior Associate

To Apply for this Job Click Here A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients. Senior Associate Responsibilities As a member of the client service team, support senior advisors in managing client relationships Support with client and prospect meetings, as well as networking events Assist in developing financial plans Prepare investment portfolio analysis and financial-related projects Assist in monitoring and satisfying compliance requirements Senior Associate Requirements Bachelor's Degree 5+ years wealth management experience Series 65 Senior Associate Compensation Excellent Benefits 401k with match Unlimited discretionary PTO and Summer Fridays Significant professional and personal growth opportunities JOB ID : 174055 #post Kylee Shimabuku To Apply for this Job Click Here , $80,000 - $90,000,