Wealth Management Associate

We're seeking a driven and dynamic professional who thrives on surpassing expectations. As a Wealth Management Associate, you'll be instrumental in elevating the sophistication and impact of our team's this role, you'll strengthen client relationships by engaging in proactive communication, addressing client needs, resolving inquiries, and ensuring key documentation is accurate and up to date. You'll be a trusted partner to our clients, providing support that goes beyond the ordinary.The ideal candidate is an exceptional communicator with strong interpersonal skills, a growth-oriented mindset, and a genuine passion for helping others. You should be eager to learn, open to coaching, and motivated by achieving both personal and team success.If you're ready to grow with a team that values excellence, continue reading for a brief overview of responsibilities:Support the lead advisor in advising and serving clients.Use financial planning tools to analyze client needs and prepare recommendations.Oversee team scheduling, CRM updates, and productivity campaigns.Prepare reports and materials for client meetings.Maintain regular communication with clients and track progress systematically.Participate in client meetings and prospect meetings.Provide detail meeting preparation and ensure follow-up items are addressed.Tackle daily tasks to support team growth, efficiency, and exceptional client service.Ensure compliance with regulatory requirements.Contribute to strategic priorities, professional growth, and staying updated on policies and technology.Perform quality analysis to identify, recommend, and champion process improvements and organizational initiatives to positively influence the team.What it takes to succeed in this role:Strong communication skills to interact professionally, promptly, and courteously with team members and clients.Excellent writing, interpersonal, and client service abilities.High proficiency with Microsoft Office and the ability to quickly adapt to internal software systems.Minimum of 3 years of industry experience, with solid knowledge of financial services products and processes. CFP designation is a major plus.Bachelor's degree or equivalent professional experience.This role is crafted for someone eager to pursue a challenging and rewarding career with a successful Wealth Management team. Success in this role requires in-person collaboration, reliability, and a commitment to going above and beyond"”qualities that will pave the way for a fulfilling career journey.Why Work With Us?You will be surrounded by a smart, considerate, hard-working team. Everyone at Kathmere genuinely enjoys coming to work. Besides, the unique group of people you will be working with, some benefits you will receive are:Competitive salary plus bonus1xweek work from home optionHealth insurance401(k) matchPaid vacationsick daysAbout Kathmere:We are a fast-growing independent Registered Investment Advisory located in Wayne, PA. In 2015, after decades of experience, reflection, and brainstorming, our founders decided there must be a better way. Years later, we still believe "there has to be a better way". We continue to bring this mindset of constant improvement to the office each and every day.

Created: 2025-03-06