Institutional Client Service Associate

WHO WE ARE

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $9 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are:

Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.

Firm Priorities ...