Jobtailor in the United States seeks a Wealth Management Associate to independently initiate and/or lead digital wealth management initiatives, channel strategies, and research projects.
You will work closely with business partners to create new strategies for advisor and client advice solutions and support solutions such as financial planning, client reporting, and portfolio analysis while guiding junior staff without formal supervisory duties.
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Digital Wealth Channel Strategist for UHNW Clients
Jobtailor · Florida, NY, USA ·
- Job type:
- Full Time