Are you skilled at developing wealth management strategies? Does financial data excite you?

We’re looking for a Wealth Strategy Associate to:

•assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
•develop customized asset allocation strategies and investment solutions for clients
•provide support for client relationship building and business development activities
•perform business analytics as needed to support financial advisors in the growth of the business
•analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change