Wealth Management Associate

Our client, a leading Wealth Management Firm, is seeking an Associate to join their new and growing office in Atlanta, GA. The Associate will work closely with the Partners to manage important elements of the client relationship.

The ideal candidate for this position is someone who is driven and self-motivated, enjoys working on a team, and is a skilled communicator with a passion for providing high level client servicing. This company offers exciting growth opportunities, a positive work culture, and excellent benefits!

This is an exciting opportunity for a dedicated candidate who is looking to jump into a long-term career within wealth management. This is a rare opportunity to join a visible and leading firm and start your career with a new team and a program that promotes career advancement and development.

‍
Requirements:‍

• At least 1-2 years of experience in a corporate financial office; financial services experience preferred
• Bachelor’s degree in finance, economics, or business management at a top school
• SIE or Series 7, Series 63 preferred but not required
• Strong proficiency in Microsoft Office
• Excellent analytical skills and problem-solving abilities
• Exemplary interpersonal and communication skills

‍

Submit your resume to apply.