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TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$200M AUM in Atlanta, GA is hiring a Wealth Management Associate to their growing team. This key role will focus on relationship management with already established clients, investment operations, and providing ongoing client service to new and existing clients.
A can-do attitude and adaptable nature are essential to success within our small team. Some of the core responsibilities for this role will include:
Preferred skills for a successful candidate include:
Full Time
$100k-151k (estimate)
05/04/2024
05/19/2024
The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.