Wealth Management Associate

Job Description Wealth Management Associate - Job Description Overview: The Wealth Management Analyst provides day to day operational, client service, and administrative support to Account Executives. This role helps facilitate execution of domestic and international equities, fixed income securities, and options, responds to client needs, and identifies service and sales opportunities while ensuring accuracy, responsiveness, and adherence to firm and regulatory requirements. Primary Responsibilities: Facilitate the execution of client trades across domestic and international equities, fixed income securities, and options, ensuring accuracy, timeliness, and appropriate documentation. Research and respond to client inquiries; resolve routine service requests and escalate more complex items as needed. Provide daily operational support to Account Executives, including account maintenance and service coordination. Provide account information to clients and Account Executives in a professional and compliant manner. Maintain strong relationships with clients and proactively identify service solutions that support client needs. Conduct client outreach to support service, retention, and business development efforts. Recognize potential sales or service opportunities and communicate leads to Account Executives. Prepare client facing presentations and related materials (PowerPoint and supporting content). Perform general administrative and clerical duties, including handling phones, filing, mailing, and processing forms. Maintain advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet-based tools used in daily workflow. Complete firm required continuing education and other regulatory requirements applicable to registered persons. Qualifications