Career in Financial Planning
Job description
We are seeking a Wealth Management Associate to join our team! Wall Street Alliance Group is a nationally recognized wealth management firm headquartered in Manhattan, New York. The firm operates in a Fiduciary capacity serving high net worth clients. Wall Street Alliance Group has a team of advisors with expertise in areas such as Tax Planning, Estate Planning, Asset Protection, Portfolio Management, 401(k) plans, Defined Benefit plans, Special Needs planning, Physician Financial planning and Trust services. Please visit www.wallstreetag.com.
Please email resume to operations@wallstreetag.com
About the Opportunity
This is an ideal opportunity for someone who enjoys working in an intimate group and wants to advance within a dynamic and growing wealth management company. The ideal candidate will have a passion for finance as well as working with and supporting a team. Excellent communication skills are a must, as servicing the needs of the firm’s clients will be a critical part of this role.
Responsibilities:
- Provide excellent customer service to the firm’s existing wealth management clients
- Prepare financial plans according to the firms planning philosophy
- Provide portfolio analysis and execute trades using firm’s portfolio management technology
- Coordinate directly with industry professionals including CPAs, Actuaries, etc. to provide customized client solutions
- Coordinate the planning and execution of nation-wide financial planning seminars
- Follow up with leads generated from financial planning seminars
- Manage firm’s ongoing marketing efforts, including email, social media and website
- Manage additional projects as needed
- Will be required to attain FINRA licenses, including but not limited to the FINRA SIE exam and FINRA Series 7 license *Training will be provided
Qualifications:
- Bachelor’s degree with concentration in finance is required
- Excellent verbal and written communication skills
- Ability to build rapport with clients
- Ability to maintain confidentiality
- Strong analytical and critical thinking skills
- Ability to organize, prioritize, and handle multiple tasks
- Flexibility to travel if needed and work during the evening if necessary
- Excellent knowledge of Microsoft Office products, including Outlook, PowerPoint and Excel.
Compensation:
- Annual salary of $85,000-$100,000 commensurate with experience
- 401(k) Retirement Plan
- Health Insurance
Please email resume to operations@wallstreetag.com
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Wall Street Alliance Group is not affiliated with the Securities America companies. Securities America is not affiliated with any other named entity.
