Senior Wealth Assistant - Bellville - Financial Services

Senior Wealth Assistant

Location: Bellville CT

Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning needs.

Responsibilities

• Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication.
• Conduct thorough financial analysis and prepare comprehensive financial plans for clients.
• Collaborate with the Wealth Manager to develop custom investment strategies and asset allocation recommendations.
• Assist in monitoring client portfolios and conducting regular reviews to ensure alignment with financial goals.
• Coordinate with internal and external par...