WEALTH MANAGEMENT ASSOCIATE (The Sedoric Group)

WEALTH MANAGEMENT ASSOCIATE (The Sedoric Group)

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

Duties and Responsibilities:

  • Preparing research report(s) and reviewing with clients
  • Preparing portfolio reviews on behalf of Financial Advisor, may attend client meetings with Financial Advisor
  • Independently improves and streamlines the service model and operational procedures for the team
  • Coordinates and leads resolution of complex issues/concerns from the client with input from Financial Advisor and/or Operations Manager
  • Establishes and cultivates relationships with new clients and proactively helps to resolve client issues and concerns
  • Provides high level support on products and services
  • Develops customizes presentation materials and manage performance measurements for existing accounts in order to attract new clients
  • Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective clients and create/plan the content of seminars
  • Initiates, organizes, promotes and sets up seminars for clients and prospects on behalf of the advisor
  • Independently assists clients with market and stock research
  • Independently develops, implements and communicates new procedures, products and portfolio enhancements to clients
  • Cultivates and develops relationships with custodians and other internal departments
  • Attends seminars or client meetings with Advisor and coordinates distribution of marketing presentations to clients
  • Is a leader in sharing best practices within the branch and across Divisions
  • May mentor other sales support professional within branch or across Division
  • Supports local manager in day-to-day branch administration activities
  • Other ad hoc duties or projects that may be assigned
  • In addition, the Wealth Management Associate may also have a specialism or perform additional functions such as business development, financial planning, marketing or business strategy.

SKILLS, EXPERIENCE, & QUALIFICATIONS

  • Minimum of 5 years work experience in a field relevant to the position
  • Bachelor’s Degree in Business or in related field is preferred
  • Financial industry and product knowledge
  • FINRA Series 7 and 66 (or 63 and 65)
  • Life and health licenses as required
  • Excellent analytical, problem solving and critical thinking
  • Independent self-starter who can manage multiple activities to defined deadlines
  • Highly detail-oriented with superior organizational skills and ability to prioritize tasks
  • Follow-up to ensure resolution and completion of tasks
  • Team player with the ability to collaborate with others
  • Effective written and verbal communications skills
  • Highly skilled in Microsoft Excel, PowerPoint, and Word

Location:
Portsmouth, NH

Status:
Non-exempt

Reports to:
Operations Manager

For additional information or to submit a resume, please contact:
Kirstie Eustace
kirstie.eustace@stewardpartners.com

Steward Partners Global Advisory, 29 Maplewood Avenue, Suite C, Portsmouth, NH 03801. Steward Partners Global Advisory, LLC maintains a separate professional business relationship with and our registered principals offer securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC.