The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region, dedicated to the Mass Affluent Market
Job Summary
The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region, dedicated to the Mass Affluent Market.
Key responsibilities include sales reporting, managed money annual reviews, system management, new hire and offboarding support, book of business maintenance, and HR/Workday support.
This position is eligible for a base hourly rate between $25.00 - $38.46 per hour, with additional incentive compensation and benefits.
Matching Summary
The Wealth Market Associate will be responsible for ongoing operational support of Wealth Market Leaders and their advisor teams within defined markets or region, dedicated to the Mass Affluent Market.
Salary
Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation; Benefits: Eligible for benefits