Wealth Management Associate

Job Description

The Company:

At The Millstone Evans Group , we firmly believe in connecting with clients in a clear, personal way that differentiates us from the jargon-filled, impersonal nature of many financial advisor firms. Our approach centers on removing the barriers to financial planning that many often experience. We do whatever it takes to make sure our clients feel very comfortable in a world that doesn’t often feel comfortable.Smart planning for all life stages. That’s another motto we live by. Life is full of transitions, some of them unexpected. When we work with you as a client, we focus on building a strong relationship based on mutual respect and close communication, understanding your goals and providing a tailored plan to meet them.

The Position :

The Wealth Management Associate is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate administrative tasks in a professional and timely manner.

Responsibilities:

• Schedule client review meetings as directed by the Investment Advisor
• Send reminders and follow up with clients regarding meeting schedules
• Handle client or prospect interactions for basic inquiries including but not limited to,