Wealth Management Associate Job at Cannon Search, Boston, MA

NVBmWGhwSFErTEoyNlRhWEl6OUZMNG16TFE9PQ==
  • Cannon Search
  • Boston, MA

Job Description

Are you passionate about investments and client service? Our client, managing over $9 billion in client assets, is seeking a Wealth Management Associate to join their dynamic team.

In this role, you'll collaborate with portfolio managers to deliver exceptional service, craft tailored client presentations, support trading activities, and contribute to wealth strategies for generations of families. Every day is different, offering opportunities to solve complex problems and make a real impact.

What You’ll Need:

  • Bachelor’s degree with 2–5 years in investments or financial services
  • Strong analytical, organizational, and communication skills
  • Proficiency in Microsoft Excel & PowerPoint
  • Interest in financial planning, investments, and client engagement

We offer a collaborative environment where your ideas matter. Ready to elevate your career? Apply now and help shape the future of wealth management. Email: dan.gilliam@cannonsearch.com

Tags: Wealth Management Associate, Client Services Representative, Analyst, Portfolio manager, investments, wealth management, finance, financial services

Job Tags

Similar Jobs

BHE GT&S

Associate Regulatory Analyst/Regulatory Analyst/Senior Regulatory Analyst Job at BHE GT&S

BHE GT&S JOB DESCRIPTION BHE GT&S has an exciting opportunity for an Associate Regulatory Analyst/Regulatory Analyst/Senior Regulatory Analyst at our headquarters in Glen Allen, VA. RESPONSIBILITIES Provides supporting information for pricing products ...

Aviation Search Group

Recruiter Job at Aviation Search Group

 ...An Executive Recruiter is responsible for identifying, recruiting and successfully delivering all levels of talent for our clients. These responsibilities include, but are not limited to: researching, networking, sourcing, interviewing, checking references, negotiating... 

Family Guidance Centers, Inc.

School Guidance Counselor Job at Family Guidance Centers, Inc.

 ...Metro Prep High School, Grade School and Laureate Day School have been educating and supporting students with special needs for over 25 years supported by FGC. Using a multidisciplinary approach, Metro Prep and Laureate Day School provides educational and therapeutic... 

Global Elite Group

Aviation Security Officer Job at Global Elite Group

 ...Aviation Security Officer - Global Elite Group Orlando International Airport- Orlando, FL SWING SHIFT : Global Elite Group- Providing world-class aviation security through innovation and people committed to excellence. Our unarmed security officers are in the... 

Foresite Commercial Real Estate®️

Commercial Real Estate Agent Job at Foresite Commercial Real Estate®️

 ...Company Overview Foresite Commercial Real Estate was established in 2014 in San Antonio to deliver exceptional value to our clients. The company has grown to be a dominant firm in San Antonio and we are looking for entrepreneurial team members to help us as we establish...