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Вид занятости: Полная занятость

Вакансия из области: Менеджмент

Минимальное образование: Высшее

Минимальный опыт: 3 года

Рабочая виза: Шенген

Robert Half is in partnership with a reputable Registered Investment Advisory firm looking to add an Associate Wealth Manager to their dynamic team. The role presents an exciting opportunity to grow within a well-established company while working with an active team of Wealth Managers and Client Services.   Responsibilities: - Collaborate with key team members to provide quality client service - Prepare necessary materials for client meetings and follow-ups - Employ advanced financial applications in advising clients - Provide support for client onboarding and account implementation - Conduct and present comprehensive investment analysis and recommendations - Assist with compliance and operational tasks such as tax planning and quarterly billing - Participate in regular Wealth Manager meetings   Qualifications: - Bachelor's degree in a financial field ( finance, economics, etc.) or financial credentials with a liberal arts degree - Minimum of 3 years of experience in the investment or financial planning industry - A GPA of 3.5 or higher - Excellent communication and interpersonal skills - Proficient in Excel, Word, and Outlook - Income tax preparation experience preferred - Prior experience with financial applications such as Money Guide Pro, Tamarac, and Holistiplan, advantageous.   The ideal candidate is a high-initiative, motivated individual with exceptional multi-tasking skills. The ability to work both independently and as part of a team is essential. This job offers a hybrid work schedule as part of its flexible work arrangements.   RequirementsPrivate Wealth Management