Wealth Management Associate

The Wealth Management Associate partners closely with external sales representatives and advisors to promote and sell Allworth's financial advice solutions to prospective clients. The role requires best-in-class relationship management and communication skills, as well as excellent organizational skills.

Requirements

• 4-year degree in finance, business or related
• 3+ years of sales support or related experience
• Client service or relationship management experience a plus
• Working knowledge of Salesforce or a similar CRM a plus
• Ability to effectively manage multiple projects
• Well organized and with excellent attention to detail, including basic proofreading skills
• Excellent verbal and written communication skills
• Ability to work independently and within a team
• Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Paid time off
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company