Client Associate

Legacy Wealth Management is a growing financial advisory firm specializing in comprehensive wealth management solutions for individuals and families. With their recent expansion into Denver, CO, they are seeking a dynamic and driven Client Associate to join their team.

Responsibilities

Client Relationship Management: Build and maintain strong relationships with existing and potential clients, ensuring their financial needs and objectives are met. New Client Acquisition: Collaborate with senior advisors to identify and engage prospective clients, develop leads, and assist in the acquisition process. Onboarding and Account Management: Guide clients through the onboarding process, including account opening, documentation, and transfer of assets.

Provide ongoing support and assist with account maintenance activities. Investment Operations: Coordinate investment-related activities, including trade execution, portfolio rebalancing, and performance reporting. Team Collaboration: Collaborate with the senior advisor(s) and other team members to deliver exceptional client service and support business development efforts.

Ideal Traits: Strong Communication Skills: Excellent verbal and written communication skills. Client-Focused Approach: Passion for delivering exceptional client service. Attention to Detail: Exceptional attention to detail and accuracy. Organizational Skills: Strong organizational skills to handle multiple tasks effectively.

Collaborative Nature: Thrive in a collaborative work environment. Proficiency in Technology: Familiarity with industry-standard platforms, MS Office, and CRM systems. Required Qualifications: Bachelor's degree in finance, economics, business, or a related field preferred. Prior experience in financial services or wealth management is highly desirable.

FINRA Series 7 and 66 preferred.

Compensation

$70,000 to $90,000 base salary, commensurate with experience and qualifications. Discretionary Year-End Bonus, depending on individual and company performance. Health, Dental, and Vision Insurance: Legacy Wealth Management provides comprehensive health, dental, and vision insurance coverage for employees, with the employer covering a significant portion of the premiums.

Health Savings Account (HSA) Employer Contribution 401(k) Retirement Plan with a 3% Safe Harbor Profit Sharing Paid Time Off (PTO): generous PTO amounts to promote a healthy work-life balance.

Education

Legacy Wealth Management supports career development and encourages continuous learning. The firm offers education reimbursement to assist employees in pursuing professional certifications, licenses, or relevant educational programs. Legacy Wealth Management is a growing company that is invested in their individual employees.

If the opportunity to become a foundational team member sounds exciting, apply today! Myriad is an Equal Opportunity Employer and does not discriminate against applicants or employees based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other protected status under applicable federal, state, or local laws.