Job Description
Role Overview
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.
What You Will Do
- Identify new business opportunities to gather additional assets and/or increase revenue
- Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
- Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
- Prepare, analyze, and present reports and recommendations to clients
- Work with the Advisor to develop and distribute client communication and marketing pieces
- Act as a leader to other associates on the team and within the branch by providing direction and coaching
- Regularly review practices to ensure administrati...