Boly:Welch
Job Number: 16046
Salary: $80K-$120K DOE
Industry: Financial Services
Must Haves:
- Bachelor’s degree or higher level of education
- CFP, or are actively pursuing the designation
- Proven experience handling confidential client information
- Proficiency in Microsoft Office
- Experience with Salesforce, MoneyGuidePro, YCharts, Black Diamond Rebalancer, iRebal, and Morningstar preferred
Your New Role:
Have you been looking to make an impact on the systems and processes that enables businesses to thrive? Take on the challenge and step into a pivotal role as a Financial Planning and Trading Associate!
In this fast-paced role, your efficacious communication skills will be your greatest asset as you interact directly with clients, work alongside advisors to develop wealth strategies on behalf of clients, and assist the business advisory team to analyze client-specific issues. Your keen eye for detail and strong ability to multitask will empower you as you develop customized financial plans and contribute to the investment team with periodic research and ongoing investment monitoring.
Those who thrive in a fast-paced environment and are mission-driven team players will stand out among other applicants.
This is a hybrid role.
Your New Organization:
Join this growing dynamic team at this prestigious wealth management firm! They go above and beyond their clients’ personal goals to empower people and businesses alike with meaningful financial insights. They’ve built a stellar reputation for delivering what they promise, when they promise.
Benefits include highly competitive health care benefits (medical/dental/vision) with individual coverage paid 100%, 401(k), PTO, and company-paid holidays.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Please Note
Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.
We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!
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To apply for this job please visit apply.bolywelch.com.