What are the responsibilities and job description for the Senior Wealth Management Associate position at Boly:Welch?
Job Number: 32451
Salary: $100K – $120K DOE
Industry: Financial Services
Must Haves
If you’re looking to continue to expand your expertise in financial planning and exceptional client service, look no further than this new Senior Wealth Management Associate position!
As the primary point of contact for clients, outside advisors, and custodians, you’ll take a major role in client meetings, agenda planning, and client communications. Preparing analysis and providing context to clients for financial decisions will be a regular duty. You’ll also coordinate, manage, and delegate workflow to the Client Service Associates on your team.
Additionally, you’ll maintain relationships by coordinating client “touch points”, including anniversaries, thank you notes, and gifts.
This is a hybrid role where you can enjoy a generous company contribution towards either parking or a transit pass.
Your New Organization
Join this employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for the past three decades! Offering a holistic approach to planning, advice, and service, they value financial sustainability, integrity and trust, topped with the pursuit of knowledge.
Benefits include fully paid medical, dental, vision, short-term and long-term disability, and life insurance; 100% company match on your 401(k); internal stock opportunities; PTO; wellness reimbursements; paid sabbaticals; and anniversary bonuses! They also offer excellent career development opportunities, including 100% training, certification, licensing, dues reimbursement, and a formal mentoring plan.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
Click here to apply for this role. Please attach your resume as a PDF or Word doc.
#MID0622
Salary: $100K – $120K DOE
Industry: Financial Services
Must Haves
- 5 years of progressive wealth management experience
- Series 65 required
- Bachelor’s degree
- Proficiency in Microsoft Office
If you’re looking to continue to expand your expertise in financial planning and exceptional client service, look no further than this new Senior Wealth Management Associate position!
As the primary point of contact for clients, outside advisors, and custodians, you’ll take a major role in client meetings, agenda planning, and client communications. Preparing analysis and providing context to clients for financial decisions will be a regular duty. You’ll also coordinate, manage, and delegate workflow to the Client Service Associates on your team.
Additionally, you’ll maintain relationships by coordinating client “touch points”, including anniversaries, thank you notes, and gifts.
This is a hybrid role where you can enjoy a generous company contribution towards either parking or a transit pass.
Your New Organization
Join this employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for the past three decades! Offering a holistic approach to planning, advice, and service, they value financial sustainability, integrity and trust, topped with the pursuit of knowledge.
Benefits include fully paid medical, dental, vision, short-term and long-term disability, and life insurance; 100% company match on your 401(k); internal stock opportunities; PTO; wellness reimbursements; paid sabbaticals; and anniversary bonuses! They also offer excellent career development opportunities, including 100% training, certification, licensing, dues reimbursement, and a formal mentoring plan.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
Interested in seeing more positions like this? Click here .
Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
Local candidates are strongly encouraged to apply!
Click here to apply for this role. Please attach your resume as a PDF or Word doc.
#MID0622
Salary : $100,000 - $120,000