Junior Associate Wealth Management

Watermark Capital Management
Stamford, CT Part Time | Full Time
POSTED ON 5/21/2024 CLOSED ON 7/16/2024

What are the responsibilities and job description for the Junior Associate Wealth Management position at Watermark Capital Management?

Job Overview:
We are seeking a skilled Junior Assocaites to join our team. You will be responsible for prospecting and building client base, and servicing to our clients. Your growth in all aspects of wealth management will be crucial in helping people achieve their financial goals.

Requirements:
- Bachelor's degree
- Excellent mathematical skills with the ability to analyze complex financial data
- Exceptional communication skills to effectively convey complex financial information to clients and prospects
- Detail-oriented with strong analytical and problem-solving abilities

We offer competitive compensation packages along with opportunities for professional growth and development. Join our team of dedicated professionals who are committed to helping clients achieve their financial aspirations.

Note: This job description is intended to provide a general overview of the position. It is not exhaustive or comprehensive of all possible job responsibilities, tasks, or duties.

Job Types: Full-time, Part-time

Pay: $41,600.00 - $120,000.00 per year

Expected hours: 20 – 40 per week

Benefits:

  • 401(k)
  • Flexible schedule
  • Health insurance

Compensation package:

  • 1099 contract
  • Bonus opportunities
  • Commission only
  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Experience:

  • Financial concepts: 1 year (Preferred)

Ability to Commute:

  • Stamford, CT 06902 (Required)

Ability to Relocate:

  • Stamford, CT 06902: Relocate before starting work (Required)

Work Location: In person

Salary : $41,600 - $120,000

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