Join CG as a Senior Investment Associate, where you'll focus on client relationships and drive the growth of a sustainable wealth management business. This role is essential for exceptional client service.
The position seeks a seasoned professional with at least 5 years in Wealth Management, responsible for updating client Financial Plans and discovering current opportunities. You will collaborate with Investment Advisors and ensure that client documentation is processed for accurate account maintenance. Your role will also encompass supporting existing clients and taking part in marketing initiatives to grow the wealth business.
Key ResponsibilitiesCollaborate with Investment Advisors on client matters
Update client Financial Plans and identify opportunities
Process client documentation for effective account management
Support existing clients with specialized service
Assist in wealth business marketing initiatives
RequirementsLicensed as an Investment Representat...