Mountain West Wealth is a boutique firm providing multigenerational private wealth management and planning services. These include providing affluent and ultra-high-net worth clients with assistance in planning for college expenses, retirement, the tax-efficient transfer of wealth, income generation, risk avoidance and building wealth.
We are seeking a Client Associate to support the practice interacting with and servicing the needs of our clients. The position will deliver both administrative and operational support.
Compensation is commensurate with experience and based on being registered or non-registered associate.
Responsibilities:
Required Skills:
Qualifications:
Mountain West Wealth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Schedule:
Ability to Relocate:
Work Location: In person
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