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Registered Wealth Management Associate

Company: Emonics, LLC
Location: Providence
Posted on: January 27, 2023

Job Description:

Remote/Onsite: Day 1 Onsite .
Is there additional variable compensation: Annual Firm paid bonus and supplemental compensation eligibility.

Job Summary: As a registered Wealth Management Associate, you work with one or more of our 14,000 Professional Financial Advisors to provide service support for their teams and our clients. You would support one of the most successful team in the market. Creating an opportunity for career growth and advancement.

Education and/or Experience:


  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Series 7 & 66 or 63/65 (partial registration may be considered)


    Desired Skills:


    • Personal: Energetic and self-motivated; Coachable; Flexible in thoughts and activities; Enjoys a fast-paced environment with changing and evolving responsibility; Detailed oriented; Invested in personal development
    • Client Relationships: Consistently pursues excellence; Friendly; Creates client confidence; Works quickly to fulfill client needs; Delivers complex solutions; Able to simplify processes for clients; Frequent communication; Exercises an abundance of discretion with sensitive information
    • Technology: Microsoft Word, Excel, and PowerPoint; Salesforce a plus
    • Communication: Confident and articulate verbal and written communication


      As a Wealth Management Client Associate, you can look forward to:


      • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes
      • Resources and dedicated support to help you reach your full potential throughout your career
      • A benefits program designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow
      • Working with industry leading technology
      • Progressive workplace practices and initiatives that promote inclusion.


        We'll help you:


        • Build a successful career at Brokerage through world-class training and on-boarding programs that set you up for success.
        • Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills, or take on additional responsibility.
        • Continuously learn and advance your career goals through intentional career paths to the next best role.
        • Use resources and innovative technologies to optimize the client experience.
        • Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals.
        • Expand your business knowledge and network by partnering with experts in consumer, small business and lending.
        • Become an expert in using digital resources and technologies to optimize the client's digital preferences.


          We're a culture that:


          • Believes in responsible growth and is dedicated to supporting the communities we serve.
          • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
          • Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
          • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Keywords: Emonics, LLC, Providence , Registered Wealth Management Associate, Executive , Providence, Rhode Island

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