Job Description:
Ascential Wealth Advisors is an independent practice whose team of advisors offer comprehensive financial planning and wealth management to individuals, families, professionals, and businesses. See our website: www.ascentialwealth.com for more information about us. We are seeking a Wealth Management Associate to join our team. The Wealth Management Associate serves a key role in supporting financial advisors and practice operations to provide our clients with an excellent overall experience.
Job Responsibilities:
As a Wealth Management Associate you will coordinate and perform a broad range of support functions for financial advisors and practice operations. You will be responsible for multiple functions directed at offering comprehensive wealth management services to our clients.
Responsibilities include:
Job Requirements:
As a Wealth Management Associate you must possess a professional, service-oriented demeanor and strong communication skills. The role demands you to work ethically, with integrity, and maintain client & firm confidentiality. Excellent organizational skills with the ability to prioritize and complete work accurately and efficiently are also necessary. You must possess advanced problem-solving skills to help resolve client issues and offer creative solutions. The ability to be proactive and identify ways to make the client experience better is also important. Depending on experience and unique qualifications, this position may be asked to offer support for administration of the practice, potentially including benefits management, accounting duties, or other office management functions.
Additional Requirements:
Salary & Benefits:
This full time position offers a competitive salary and benefits package commensurate with experience and qualifications, plus opportunities for advancement.
Job Type: Full-time
Pay: From $38.00 per hour
Benefits:
Schedule:
Supplemental Pay:
Education:
Work Location:
Work Remotely:
Work Location: One location
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