Senior Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to:

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
• travel, as needed. Periodic client reviews, finals presentations, periodic client presentations beyond quarterly reviews, team development and other business-related travel as needed. This includes both long road travel up to 4-5 hours(within Florida) and flights within the United States.
• in-office position, with flexibility for remote work (1) once skills demonstrated and aligned to team needs (2) when lead FA is not scheduled in-office (3) when no institutional client reviews are scheduled and (4) when pre-arranged with lead FA..