Description

Wealth Management Firm seeking full time, in office, experienced Client Associate in Aspen, CO.

Series 7 and 66 required.

Candidate must have excellent client service skills, operational skills, and interpersonal skills. The ideal candidate has a strong work ethic, builds strong relationships through effective communication and collaboration, has a proactive mindset with a desire to learn, and is excellent at prioritizing in a result-driven environment.

Candidate would work in a fast-paced team environment. Responsibilities include client service and administration, client relationship management, meeting preparation, strong knowledge of investment solutions and planning tools. Excellent benefits, competitive salary commensurate with experience.

We are an Equal Employment Opportunity (EEO) employer and do not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.

Please include cover letter and resume.