What are the responsibilities and job description for the Wealth Management Client Associate position at The Pines Wealth Management?
The Pines Wealth Management
104 Bradford Village Court
Southern Pines, NC 28387
www.thepineswealth.com
Job Title: Wealth Management Client Associate
Company Description
The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions.TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives.
TPWM’s Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives.
TPWM is committed to a balanced work-life culture with specific requirements for office-based attendance while allowing for flexibility in consideration of individual needs, unique circumstances and role-specific standards.
TPWM is committed to value based ethical growth with client needs and situations always at the forefront of our advice and decision-making processes.
Job Description
The Client Associate (CA) role is the front-line face of The Pines Wealth Management. CA’s are expected to address and diagnose initial client needs while seeing them to completion. TPWM expects operational excellence and client advocacy. CA’s work closely with TPWM’s Advisors as well as client family members, local professionals and third-party companies. CA’s not only support firm strategic objectives but are expected to proactively contribute to its growth and success.
Responsibilities
High School Diploma / College Degree / Industry Designations
Experience
3 years in Financial Services, Advisory and/or Banking
Hours Per Week
40
Compensation
$75,000 depending on education, skill set and experience
Incentive compensation & bonus eligible depending on individual and company performance
Benefits
Industry-leading in quality and quantity
How To Apply
Email resumes to: info@thepineswealth.com
recblid kfns8kbc2iusg7yxbnz1ozqjnf3ipv
104 Bradford Village Court
Southern Pines, NC 28387
www.thepineswealth.com
Job Title: Wealth Management Client Associate
Company Description
The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions.TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives.
TPWM’s Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives.
TPWM is committed to a balanced work-life culture with specific requirements for office-based attendance while allowing for flexibility in consideration of individual needs, unique circumstances and role-specific standards.
TPWM is committed to value based ethical growth with client needs and situations always at the forefront of our advice and decision-making processes.
Job Description
The Client Associate (CA) role is the front-line face of The Pines Wealth Management. CA’s are expected to address and diagnose initial client needs while seeing them to completion. TPWM expects operational excellence and client advocacy. CA’s work closely with TPWM’s Advisors as well as client family members, local professionals and third-party companies. CA’s not only support firm strategic objectives but are expected to proactively contribute to its growth and success.
Responsibilities
- Client Service Excellence
- Advisor Support
- Asset Management Competencies
- Personal Banking
- Product and Service Knowledge
- RIA Operations
- SEC Compliance
- TPWM Policy Adherence
- Risk Management & Protection
- Firm Initiatives
- Client Engagement & Skill
- Client Management & Solutions
- Account Oversight
- Administrative Services
- Prioritization Management
- Oral Communications
- Written Proficiency
- Issue Resolution
- Business & Referral Development
- Emotional Intelligence
High School Diploma / College Degree / Industry Designations
Experience
3 years in Financial Services, Advisory and/or Banking
Hours Per Week
40
Compensation
$75,000 depending on education, skill set and experience
Incentive compensation & bonus eligible depending on individual and company performance
Benefits
Industry-leading in quality and quantity
How To Apply
Email resumes to: info@thepineswealth.com
recblid kfns8kbc2iusg7yxbnz1ozqjnf3ipv
Salary : $75,000