PW Assoc Wealth Manager

Job description

As an Assoc Wealth Manager , you will build and maintain a robust pipeline of prospective clients through networking, cold calling, and industry events. Your role involves driving business development efforts to convert prospects into clients and developing long-term relationships to ensure customer satisfaction and retention. You will prepare comprehensive financial plans, reviews, reports, and client presentations, and lead client meetings and portfolio reviews. Additionally, you will implement approved financial plans and investment strategies, conduct market research to identify trends and competitive insights, and actively participate in Wealth Management meetings to stay informed and contribute to team success. Primary responsibilities include: Qualifications, Education, Certifications and/or Other Professional Credentials - Build and maintain a robust pipeline of prospective clients through, networking, cold calling, and industry events - Responsible for business development and converting prospects to clients - Develop and establish long term relationships to ensure customer satisfaction and retention - Prepare comprehensive financial plans, reviews, reports and client pres...