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 workplace.Key Responsibilities:Maintain accurate client records and case notesManage client communications and service requestsCoordinate insurance underwriting requirementsAssist with investment account documentationSupport advisors in meeting preparation and follow-upRequirements:Bachelor's degree in Finance or related fieldStrong organization and attention to detailExcellent communication skillsAbility to prioritize multiple tasks1-2 years in financial services preferredSupport senior advisors with your skills in client service and financial planning at Friday Wealth.

📌 Wealth Management Associate - $55,000 - $65,000 A Year (Stirling-Rawdon)
🏢 Friday Wealth
📍 Stirling-Rawdon