Summary The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry. Responsibilities Financial Planning Duties: • Collaborate with financial planners to assess financial situations and input information into eMoney software, including account statements and holdings. …
See the full posting and apply
The rest of the description, the direct apply link, your match score, a tailored resume and the recruiters to message all come with internOS Pro. 3 days free, then $10/month. Cancel anytime.