Role Overview

As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

What You Will Do

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning
• Prepare, analyze, and present reports and recommendations to clients
• Work with the Advisor to develop and distribute client communication and marketing pieces
• Act as a leader to other associates on the team and within the branch by providing direction and coaching
• Regularly review practices to ensure administrati...