Wealth Management Affluent Associate

What you’d do

Supports Investment Relationship Managers with sales, processing, administrative, and customer service tasks including appointment scheduling, preparing investment materials, client file maintenance, and assisting in business development activities. Full-time role. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• 2-4 years investment industry experience preferred
• FINRA SIE, Series 6 or 7, 63 registrations and insurance licenses for incentives
• SIE at minimum preferred