Wealth Management Firm
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Seeking full time, in office, experienced Client Associate in Aspen, CO.
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Series 7 and 66 required
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Candidate must have excellent client service skills, operational skills, 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, and is excellent at prioritizing in a result-driven environment.
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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.
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Excellent benefits, competitive salary commensurate with experience.
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Please send cover letter and resume to:
privatewealthaspen@gmail.com
How to Apply:
- location
- Aspen, CO 81611