What are the responsibilities and job description for the Wealth Management Associate position at Continuity Private Wealth?
Join a team that values precision, client care, and collaboration. As a Wealth Management Associate, you’ll support advisors, manage client accounts, and ensure seamless service delivery.
What You’ll Do:
- Act as the first point of contact for clients
- Prepare account paperwork and oversee transfers
- Maintain CRM data integrity and assist with reporting
- Support advisors with research and portfolio tasks
What We’re Looking For:
- Strong organizational and communication skills
- Proficiency in MS Office and CRM tools
- Minimum 2-4 years in an administrative support role.
- Series 7 license or ability to obtain at a future date.
Why Work With Us:
- Collaborative, client-focused culture
- Professional growth and mentorship
- Innovative tools and resources
- Work-life balance
📩 Apply now and help us deliver exceptional wealth management solutions.