Series 7 Financial Services Wealth Management Associate
| Company | Hennion & Walsh |
|---|---|
| Location | Parsippany-Troy Hills, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Series 7 and Series 63 licenses
- Proficiency in Microsoft Office
- Excellent organizational and time management skills
- Ability to comprehend and properly execute tasks
- Being coachable, collaborative, and a doer
- Team player
- Ability to deliver high quality output, possibly within tight timeframes
Responsibilities
- Cultivate and enhance new and existing client relationships through active communication with clients, facilitating client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
- Work with lead advisor to: manage client relationships / incorporate strategy for referrals/introductions / contact clients regarding current events that may affect their investments.
- Set up and prepare for client and prospect meetings/follow-ups.
- Manage a schedule of client reviews for lead advisors.
- Work with our investment teams to keep client portfolios on target.
- Contact clients and prospective clients with relevant information about market updates that may affect their investments.
- Help with analyses and preparation to conduct in-depth client reviews to uncover new business opportunities.
- Work directly with clients to: evaluate and effectively manage their needs / answer questions or concerns in a timely and professional manner / handle requests or complaints and work to find solutions / develop and foster relationships / maintain records.
- Work according to set standards and operating procedures which will be learned on the job.
Preferred Qualifications
-
No preferred qualifications provided.