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