Are you looking for an exciting and challenging career in the world of wealth management? Do you have a passion for finance and helping individuals and businesses achieve their financial goals? If so, then Brecks Group has the perfect opportunity for you!
We are currently seeking a highly motivated and dynamic Wealth Management Associate to join our team. As a Wealth Management Associate, you will work closely with our team of experienced wealth managers to provide exceptional service to our clients. Your role will be crucial in helping our clients manage their assets and reach their financial objectives.
Key Responsibilities:
– Assisting wealth managers in developing and maintaining relationships with clients
– Conducting thorough research and analysis of market trends, investment opportunities, and financial products
– Assisting with the preparation and presentation of financial plans to clients
– Participating in client meetings and providing recommendations and advice based on financial goals and risk tolerance
– Monitoring and tracking client portfolios and making necessary adjustments based on market changes
– Utilizing financial planning software to create financial models and projections for clients
– Staying updated on industry regulations and compliance requirements
– Collaborating with other team members to ensure a cohesive and efficient workflow
– Assisting with marketing and business development activities to attract new clients and retain existing ones
Qualifications:
– Bachelor’s degree in finance, business, or related field
– Minimum of 2 years of experience in the financial services industry, preferably in wealth management
– Passion for finance and investment strategies
– Strong analytical and problem-solving skills
– Excellent communication and interpersonal skills
– Ability to work in a fast-paced and deadline-driven environment
– Attention to detail and accuracy in financial analysis and reporting
– Proficient in Microsoft Office and financial planning software
– Current FINRA Series 7 and 63 licenses preferred, but not required
At Brecks Group, we value diversity and inclusivity. We are committed to creating an inclusive workplace where everyone feels valued and respected. We believe in providing equal opportunities regardless of race, gender, age, sexual orientation, or any other personal characteristics.
Join our team and embark on a rewarding and fulfilling career in the exciting world of wealth management. We offer a competitive salary, benefits package, and opportunities for growth and career advancement. Apply now and become a part of the Brecks Group family!
