Senior Associate

@ Goodwin Recruiting
Goodwin Recruitinggoodwinrecruiting.com

Senior Associate

Cedar Rapids, IA
Posted 1 day ago

About the job

A fast-growing wealth advisory firm seeks a Senior Associate to support high-net-worth clients, assist with financial plans, and ensure compliance, offering growth and benefits.

Requirements

  • 5+ years wealth management experience
  • Bachelor's Degree
  • Series 65

Qualifications

  • Experience with client relationships
  • Financial analysis skills

Full job description

A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.


SENIOR ASSOCIATE RESPONSIBILITIES:

  • As a member of the client service team, support senior advisors in managing client relationships
  • Support with client and prospect meetings, as well as networking events
  • Assist in developing financial plans
  • Prepare investment portfolio analysis and financial-related projects
  • Assist in monitoring and satisfying compliance requirements

SENIOR ASSOCIATE REQUIREMENTS:

  • Bachelor's Degree
  • 5+ years wealth management experience
  • Series 65

SENIOR ASSOCIATE COMPENSATION:

  • Excellent Benefits
  • 401k with match
  • Unlimited discretionary PTO and Summer Fridays
  • Significant professional and personal growth opportunities
Show full description

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