Job Title: Wealth Management Associate (Entry Level & Exp Pref)
Company: 1st Opulence Financial
Company Description:
1st Opulence Financial is a Financial Services and Retirement planning specialist dedicated to protecting our clients' principal, earning a reasonable Rate of Return on their protected money, and keeping financial strategies simple.
Job Summary:
1st Opulence Financial is looking for a full-time experienced Wealth Management Associate to jour our team. This role is a great opportunity for an individual with 2+ years of relevant experience to support the COO with the daily operations of a growing wealth management firm.
As a Wealth Management Associate you will be responsible for supporting operations with client services and office administration.
Wealth Management Key Responsibilities:
- Support COO with back-end management of the firm's portfolio management system and CRM including data maintenance, creating/running reports and managing data feeds.
- Management of Firm's file database program and document sharing system.
- Maintain compliance reporting/record keeping requirements.
- Work with Advisor to ensure they are prepared for all meetings
- Prepare and ensure new business paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures.
- Handle routine matters for client accounts to include processing name and address changes, account applications, and bank authorizations, answering client questions via telephone and face to face.
- Process client cash requests and assist with other tasks using custodial platforms.
Wealth Management Skills:
· Charles Schwab & Company
· Microsoft Office Suite
· Microsoft TEAMS
· Google Suite
· Outlook Suite
· DocuSign
· Account Management
· Client Management
· Redtail CRM
· Banking & Finance exp pref
Requirements:
· Exceptional organizational skills and attention to detail.
· Proven ability to quality check one's work for accuracy.
· Excellent communication and interpersonal skills.
· Critical thinking and problem-solving skills required; comfortable following procedures and working backwards from stated end goals with limited direction.
· Ability to work independently, and as part of a team.
· Adept at using technology to solve problems.
· Adaptable team player.
Benefits:
· Competitive salary with performance-based bonuses.
· 401K and retirement benefits package.
· Opportunities for professional development and career advancement within the company.
· Work in a collaborative environment that values simplicity and client-centric solutions.
Join 1st Opulence Financial as a Wealth Management Associate and help our clients achieve their financial goals with confidence and peace of mind. Apply now to be part of our dynamic team!
Job Type: Full-time
Pay: Up to $45,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
- Retirement plan
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Financial planning: 1 year (Required)
Ability to Commute:
- Burlington, WI 53105 (Preferred)
Ability to Relocate:
- Burlington, WI 53105: Relocate before starting work (Required)
Work Location: In person