Elevate your career as a Wealth Management Associate at Friday Wealth, supporting senior advisors in financial planning and client services. This hybrid role offers hands-on experience and a strong growth trajectory. As a key operational partner at Friday Wealth, the Wealth Management Associate enhances advisor efficiency through meticulous management of client records and follow-ups.

Your role will involve coordinating insurance requirements and assisting with investment paperwork, all while ensuring a seamless planning process. You'll gain valuable insights into wealth management and financial planning strategies within a supportive team environment. Key Responsibilities:

- Maintain accurate client records and case notes




- Manage client communications and service requests
- Coordinate insurance underwriting requirements
- Assist with investment account documentation
- Support advisors in meeting preparation and follow-up Requirements:
- Bachelor’s degree in Finance or related field
- Robust organization and attention to detail
- Excellent communication skills
- Ability to prioritize multiple tasks
- 1-2 years in financial services preferred Support senior advisors with your skills in client service and financial planning at Friday Wealth.

📌 Wealth Management Associate at Friday Wealth (Quinte West)
🏢 Northwestern Mutual
📍 Quinte West