Wealth Market Associate

key-crypto.cloud

Seattle, Washington, US
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
Hybrid
Sales reporting and analysis
New hire onboarding support
Offboarding process management
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.
  • Responsibilities include managing sales reporting, system acumen across multiple platforms, new hire and offboarding processes, book of business maintenance, and HR/Workday support.
  • This position is eligible for a base hourly rate between $25.00 - $38.46, with potential for incentive compensation and a comprehensive benefits package.

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

Skills & Requirements

Must-have

  • Sales Reporting and Analysis
  • New Hire Onboarding Support
  • Offboarding Process Management
  • Book of Business Maintenance
  • Microsoft Office Suite Proficiency

Nice-to-have

  • Diplomatic Teamwork Skills
  • Fast-paced Environment Adaptability
  • Strong Judgment and Accuracy

Key Requirements

  • Minimum three years brokerage support experience
  • High School Diploma required
  • Bachelor's Degree preferred
  • Occasional travel including overnight stay

Work Rights

Not specified

Tailored Resume

Cover Letter