Company Description

Stonebridge Wealth Management is an independent wealth management practice with a fiduciary standard of care. We specialize in providing innovative life and wealth solutions to high-profile artists, entertainers, and athletes. Our investment and wealth management approach is curated for each client through a creative lens. Our primary objectives are to help our clients achieve their career, life and wealth goals, increase their net worth, and empower them to become more knowledge and fearless investors.

Role Description

This is a full-time, on-site position as a Wealth Management Associate at Stonebridge Wealth Management. The role requires the candidate to work closely with the advisory team and our clients to understand their financial goals and objectives, assist with the development of comprehensive financial plans, and management of investment portfolios.

This role is designed as a career track into an advisory position within Stonebridge's multi-disciplinary team of professionals.

Responsibilities:

Support the day-to-day activities of the advisory team
Complete account maintenance documents
Proficiently maintain CRM database information
Communicate daily with current and prospective clients, as needed to perform Client Service activities
Assist in preparing presentation materials for meetings with clients and prospects
Participate in meetings with clients, taking notes, documenting follow up items, as well as relaying activities and tasks to other staff.
Examples of deliverables include introductory presentations, portfolio reviews, financial plans, and follow-up materials

Client Servicing Activities:

Complete & process new account applications
Complete & process incoming client service requests in a friendly and professional manner
Update & review database/CRM to reflect account status regarding new business and/or services
Maintain an organized, regulatory compliant, and efficient cloud-based file storage system
Follow-up on pending business and servicing requests and contact clients with status updates
Assist Advisor(s) with client reports and mailings
Assist Advisor(s) with educational workshops & client events, as needed
Other duties to assist Advisor(s), as needed

Qualifications

Strong analytical and problem-solving skills
Effective and concise written and verbal communication skills
Productive working independently and in a team environment
Expertise with Microsoft Office products (Outlook, PowerPoint, Excel, and Word)
Adept with technology
Discretion & Confidentiality

Top 5 Attributes We Look For:

Detail Oriented
Reliable
Consistent
Creative
Humble

Additional Qualifications:

Bachelor's degree in finance, economics, business, or related field
Experience in wealth management, financial planning, or related field is preferred
FINRA Series 65 license (or completion of exam within 90 days of employment)
Familiarity with Charles Schwab and/or Fidelity is preferred

Stonebridge Wealth Management

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Wealth Management Associate