Wealth Strategy Associate

Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Wealth Strategy Associate to assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities by performing the following functions:

• Prepare financial plans for clients and potential clients
• Prepare performance reports for client review meetings
• Prepare investment portfolio proposals for client and potential client meetings
• Research, interpret and monitor investment performance and develop investment recommendations
• Implement investment strategies