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Summary
About the Role
About You
- Bachelor's degree.
- Strong desire to work in wealth management or financial services.
- Outstanding verbal and written communication skills.
- Exceptional organization and project management skills with excellent attention to detail.
- Experience working with custodial platforms (i.e. Fidelity & Schwab).
- Past experience working with high-net-worth clients.
Benefits
- Competitive salary range of $75k–$85k.
- Opportunity to work in a fast-paced and dynamic environment.
New Roots Talent believes that people are the roots of all companies, and without them, businesses cannot grow. Our mission is to focus on people and culture, using the power of enriched relationships to provide the right talent for your business needs. Our consultative approach is based on relationships. We take the time to understand the specific needs and goals of each business and talented professional, ensuring that we provide tailored solutions for the best fit for the team and culture. Through our years of experience, knowing the importance each unique environment brings, we help companies cultivate and keep a culture they are proud of. If you are an organization that lacks the infrastructure for internal talent resources and would like to have a partner that takes the time to understand your business and help you hire the right people – we’d love to connect with you.