What are the responsibilities and job description for the Wealth Management Client Associate position at Edwards Asset Management?
Edwards Asset Management | edwardsasset.com
About Us: Edwards Asset Management is a rapidly growing wealth management firm located atop of the city of Fort Lauderdale, FL. Our team of dedicated professionals provides exceptional financial advisory services. Our offices, the highest in the city with stunning views creating a remarkable and beautiful daily work environment. We pride ourselves on having a fun, engaging, and growing team.
Position Overview: We are seeking a highly motivated and experienced Senior Wealth Management Client Associate. This role will support several of our senior financial advisors. The ideal candidate will possess a strong understanding of wealth management, exceptional client service skills, and the ability to thrive in a fast-paced, dynamic environment.
Why Join Us? If you are currently employed and working for a top financial advisor, you will find our opportunity exceptionally compelling. Here's why:
- Competitive Compensation: Our salary range of $70,000 to $100,000 is designed to improve your current compensation, reflecting your experience and credentials. We also offer performance bonuses for exceeding expectations.
- Growth Opportunities: As a rapidly growing firm, we provide significant opportunities for professional development and career advancement.
- Comprehensive Benefits: We provide a full benefits package including health, dental, and vision insurance, a 401(k) plan with company match, and we strive to match or exceed your current paid time off.
- Exceptional Team Culture: Join a fun, engaging, and supportive team dedicated to excellence in client service and professional growth.
Responsibilities:
- Provide high-level support to our senior financial advisors
- Communicate and manage client relationships, providing an exceptional elite and professional client experience
- Handle daily client requests, open new accounts, and process journals
- Assist in the implementation of client investment strategies
- Coordinate client meetings and follow up on action items
- Handle client inquiries and resolve issues promptly
- Maintain accurate and organized client records
- Collaborate with other team members to ensure seamless client service
Qualifications:
- Series 7 registration required
- Minimum of 5 years of experience working with financial advisors and their clients
- Bilingual in Spanish a plus
- Excellent interpersonal and communication skills
- Detail-oriented and self-starter
- Proficient in Microsoft Office Suite and financial software applications. High-level Excel or Adobe skills will be rewarded
How to Apply:
If you are a dedicated and experienced support professional for one or more financial advisors looking to join a dynamic and growing team and improve your position and opportunities, please submit your resume and feel free to add a cover letter. We look forward to hearing from you!
Edwards Asset Management is an Equal Opportunity Employer. We celebrate a talented, productive, and inclusive team.
To learn more about our firm and team, please visit edwardsasset.com.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is separate entity from WFAFN. 02282025-5917854.1.2
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
Experience:
- Brokerage and Client Servce: 5 years (Required)
Work Location: In person
Salary : $65,000 - $85,000