330 John Carlyle Street
The Wealth Management Associate [WMA] is responsible for attending client review meetings, updating/presenting financial plans and articulating the CWM investment philosophy. The WMA must be able to think on your feet and be able to discuss a wide variety of financial planning and portfolio management topics. The WMA must also be able to follow up and complete intermediate to advanced level client service tasks. The WMA will transition from a support role to a lead role over time on various client relationships and will be responsible for providing clients with a trusted advisor experience. The WMA will shadow and assist WM’s and Sr. WM’s as they prepare to become WM’s. This position requires a high performer who can handle high volume, complex work with a low error rate and someone who embodies the CWM Core Values.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.