Goodwin Recruiting
Associate, UHNW RIA: Great Opportunity!
Hingham, MAFinance$70,000 - $85,000
Job Summary
An established and fast-growing RIA that specializes in Ultra High Net Worth clientele on the South Shore is looking for an ASSOCIATE to make an immediate impact by supporting Advisory teams in all aspects of wealth management.
The ideal ASSOCIATE, WEALTH MANAGEMENT will bring a Series 65 and a demonstrated record of multi-tasking in a fast-paced environment with the customer-focused attitude to contribute immediately.
ASSOCIATE, WEALTH MANAGEMENT RESPONSIBILITIES:
- Support Advisory Team to Manage Full Lifecycle of Wealth Management
- Manage On-Boarding Requirements for New Clients
- Manage all Client Requests
- Collaborate with COO & Leadership on Special Projects
ASSOCIATE, WEALTH MANAGEMENT REQUIREMENTS:
- Successful Experience in Team Support and Client-Focused Service
- Bachelor's Degree and 1+ Years of Experience, Series 65 or 7/66 REQUIRED
- Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
- Elite Communication Skills & Attention to Detail
ASSOCIATE, WEALTH MANAGEMENT SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Supportive Leadership
- Excellent Growth Opportunities
John Broker