Wealth Management Associate

3+ years of sales support or related experience

Client service or relationship management experience a plus

Working knowledge of Salesforce or a similar CRM a plus

Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Dental insurance with MetLife

Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner

Gather and document initial client case information to facilitate the introductory meeting

Adhere to best-in-class response and turnaround times both initially and throughout the new business process

Sales cycle oversight (40%)

Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe

Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials