Illinois Licensed Wealth Management Associate

A company is looking for a Wealth Management Associate. Key Responsibilities Assist clients in securing their financial well-being through tailored financial services and products Participate in training programs to develop skills in client relationship management and market development Engage in community and social impact initiatives to foster a positive environment Required Qualifications Must be authorized to work in the United States A four-year college degree is preferred but not required Willingness to obtain required state licenses and pass the SIE prior to onboarding Motivated self-starter with a strong work ethic and desire to help others Team player with excellent interpersonal skills and the ability to develop long-term relationships

Mar 27, 2025 - 16:47

A company is looking for a Wealth Management Associate. Key Responsibilities Assist clients in securing their financial well-being through tailored financial services and products Participate in training programs to develop skills in client relationship management and market development Engage in community and social impact initiatives to foster a positive environment Required Qualifications Must be authorized to work in the United States A four-year college degree is preferred but not required Willingness to obtain required state licenses and pass the SIE prior to onboarding Motivated self-starter with a strong work ethic and desire to help others Team player with excellent interpersonal skills and the ability to develop long-term relationships