Licensed Associate, Wealth Solutions
6 days ago
**Job Summary**
We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.
**Key Responsibilities:**
- Act as a point of contact for all inquiries from Skyline Wealth Management investors
- Deliver an exceptional and consistent customer service experience
- Deepen client relationships to maintain investor engagement and support the Relationship Manager in identifying new business opportunities
- Support Skyline's shared goal of creating meaningful value and an exceptional experience for our customers, our people, and our communities
**Requirements:**
- Passion for investment management, finance, and economics
- Knowledge of exempt market investments and holistic financial planning
- At least 2 years of related investment management experience servicing high-net-worth clients and offering financial advice
- Ability to problem-solve effectively and plan independently
- Professionalism and a strong sense of pride in delivering quality service
- Excellent communication and interpersonal skills
- Engagement and enthusiasm for building strong relationships with clients
- Diligence and attention to detail in tracking sales activities
- University degree in Business, Economics, Accounting, or Finance (preferred)
**Why Skyline?**
We offer a dynamic and supportive work environment that empowers our employees to build strong relationships with clients and contribute to the growth and success of our company. Our team is passionate about delivering exceptional service and creating meaningful value for our customers, our people, and our communities.
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