Job Description

As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would be referred to as the client’s lead coordinator, someone who can take the Macro Vision provided by the Strategic Advisor and execute on a multitude of tactics to achieve that vision. Requires someone who excels in a fast-paced environment, which can handle a full workload. Do not worry, there will be no boredom with this role, as multi-tasking is a requirement!

Essential Functions/Responsibilities:

Qualifications:

Company Description

Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis,

Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both

Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more

for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.

Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.

Precision Wealth Strategies jobs

Client Service