Assist the Wealth Advisor to build assets within the Wealth Advisory CWA division and to develop solutions for clients to assist in reaching their financial goals.
Requirements
- Proficiency in Microsoft Office with an emphasis on MS Excel
- Experience in Emoney highly preferred
Responsibilities
- Assist the Wealth Advisor in research and investment analysis, strategies, and market conditions
- Assist with preparation and input of relevant data for financial planning clients
- Assist and coordinate processes as it pertains to investment marketing alternative investment solutions
- Support the Wealth Advisor in efforts to increase assets under management and revenue for both traditional Cain Watters clients and Wealth Advisory clients
- Input data into financial plan software, risk software, etc. to provide basis for client conversations provided by Wealth Advisor
- Assist the estate planning team on data gathering, reviewing documents, and building estate flows
- Track and maintain detailed information pertaining to alternative investments
Other
- On-site
- Individual working towards a Bachelor’s degree or higher in Finance, Financial Planning, Accounting or related field
- GPA of 3.0 or higher preferred
- Strong communication, interpersonal and organizational skills
- No travel is expected for this position.
