TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. Our client who is an independent wealth management firm with over $200MM AUM based in Harrisonburg, VA is hiring for a Wealth Management Associate with experience in all areas of client and advisor support to join a successful and growing wealth management firm.
Some of the responsibilities would be:
Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
Work closely with the financial advisors to help them prepare for client meetings and ensuring that they have the most relevant information
Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
Coordinate and process all paperwork as needed for accounts and client relationship
Maintain all client information and account records according to our electronic archiving procedure
Document all client servicing activities on our portfolio management system according to firm procedures
Requirements
Bachelor's degree
FINRA Series 7, 66 preferred
3+ years of experience in client service with an RIA or financial advisory practice
Knowledge of the financial services and investments industry
Polished and organized
Excellent verbal and written communication is required
Attention to detail and ability to multitask
Strong initiative and work ethic, and an ability to work both within a team and on a self-directed basis
Ability and willingness to work additional hours if necessary to complete core responsibilities
This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.