DescriptionJoin Our Growing Team at our new location in Naples, Florida!Are you a recent graduate with a career goal of becoming a Wealth Manager?In this comprehensive training and development program, you'll gain exposure to all aspects of wealth management and experience the inner workings of a growing branch office.
You'll learn and execute the essential administrative tasks that keep our office running smoothly and you'll learn the core principles of financial planning and investment strategy.What You'll Do:Provide exceptional administrative support to our Wealth Managers, including managing the reception area and greeting guests, scheduling appointments, managing client communications, and preparing reports.Gain experience with industry leading financial software and platforms used in wealth management to deliver an exceptional client experience.Assist with client onboarding, account maintenance, and data analysis.Observe and learn from experienced Wealth Managers while actively participating during client meetings.What You'll Learn:The foundations of wealth management, including client service and client relationship management, financial planning, portfolio construction, and investment analysis.Industry regulations and compliance requirements.Effective communication and interpersonal skills to build strong client relationships.The inner workings of a successful wealth management company.RequirementsRecent college graduate with a degree in finance, business, economics, or a related field.Strong analytical and problem-solving skills.Excellent organizational and time management skills.Proficient in Microsoft Office Suite and eager to learn new software.A passion for learning and a desire to build a career in wealth management.Exceptional communication and interpersonal skills.A commitment to providing exceptional client service.A desire to learn and experience multiple roles focused on delivering an exceptional client experience on the path to becoming a Wealth Manager.What You Can ExpectWe offer a competitive salary and benefits package, along with a supportive and collaborative work environment.
If you're ready to launch your career in wealth management, we encourage you to apply!Equal Employment OpportunityAnnex Wealth Management is an equal opportunity employer.
We are committed to providing a work environment free from discrimination and harassment.
All employment decisions are based on qualifications, merit, and business needs.
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status.
We encourage applicants of all backgrounds to apply.
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