We're hiring an enthusiastic and passion individual to join our team as a Client Associate. In this role, you will have the opportunity to gain exposure in various facets of our company. Your responsibilities include but are not limited to:

• Assist in creating and executing various communication efforts to acquire new prospects who are interested in our financial planning services

• Develop and maintain relationships with our book of 250,000+ clients

• Review, monitor, and research client investments accounts

• Consult with clients to obtain relevant information and details pertaining to their accounts

• Strategize with financial advisors on best practices to engage and educate clients

• Communication(Verbal/Written)
• Strong Follow-up
• Self-starter
• Leadership
• Social Media
• Marketing Campaigns
• Time management

Providing personal financial advising to each of our clients. We spend the time to carefully evaluate the needs and aspirations of each person and configure a customized plan to help achieve them.