Wealth Assistant

This position is responsible for providing administrative and sales support to a Senior Wealth Advisor and team. As part of this team, you will be mentored by an experienced advisor and associates and working with existing clients. You will act as a resource for the clients and assist the advisor in delivering comprehensive financial strategies based on individual financial needs and goals through marketing activities, file preparation and client relationship management. As a personable self-starter, you have what it takes to become highly successful, and build the foundation for successful career in financial services. Ideally, you have a minimum of 2 years of successful financial advisory experience, have an attention to detail and desire to learn.