Wealth Management Firm seeking full time, in office, Registered Client Associate in Aspen, CO.
Series 7 and 66 required. Salary range of 100-150k.
Candidate must have excellent client service skills, operationalskills and interpersonal skills. The ideal candidate has a strong work ethic, builds strong relationships through effective communication and collaboration, has a proactive mindset with a desire to learn, is excellent at prioritizing in a result-driven environment.
Candidate would work in a fast-paced team environment. Responsibilities include : client service and administration, client relationship management, meeting preparation, strong knowledge of investment solutions and planning tools.
Excellent benefits, competitive salary commensurate with experience. Please send cover letter and resume to :
privatewealthaspen@gmail.com
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Client Associate • Aspen, CO, US