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Private Wealth Management Associate Jobs in Kansas

Wealth Management Solutions, Portfolio Management Associate
By JPMorgan Chase & Co At , Newark, 19713
Strong problem-solving, control, and project management skills
Required Qualifications, Skills and Capabilities
Maintain knowledge of the managed solutions utilized throughout the managed accounts business
Assist Wealth Management portfolio managers with account maintenance issues and account trading inquiries
Experience with Managed Accounts highly preferred
Implementation of portfolio manager's trade direction
Wealth Management Client Associate
By Bank of America At , Minneapolis, 55402, Mn
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Specific responsibilities include, but are not limited to:

Are you looking for an opportunity to join a dynamic team of private wealth management professionals? We are looking for an Associate to join our team and help us provide exceptional service to our clients. As an Associate, you will have the opportunity to work with high net worth individuals and families, providing comprehensive financial planning and investment management services. If you are passionate about helping clients achieve their financial goals, this could be the perfect opportunity for you!

Overview Private Wealth Management Associates are responsible for providing comprehensive financial planning and investment management services to high net worth individuals and families. They work closely with clients to develop and implement strategies to meet their financial goals. Detailed Job Description Private Wealth Management Associates are responsible for providing comprehensive financial planning and investment management services to high net worth individuals and families. They work closely with clients to develop and implement strategies to meet their financial goals. This includes developing and executing investment strategies, managing portfolios, providing tax planning advice, and helping clients with estate planning. Private Wealth Management Associates must have a thorough understanding of the financial markets and be able to analyze and interpret financial data. They must be able to develop and maintain strong relationships with clients and provide excellent customer service. Job Skills Required
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data
• Ability to develop and maintain relationships with clients
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• Relevant professional certifications such as CFA, CFP, or CPA
• 5+ years of experience in private wealth management
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial planning and investment strategies
• Knowledge of tax planning and estate planning
Job Experience
• 5+ years of experience in private wealth management
• Experience in developing and executing investment strategies
• Experience in managing portfolios
Job Responsibilities
• Develop and implement strategies to meet clients’ financial goals
• Analyze and interpret financial data
• Manage portfolios
• Provide tax planning advice
• Help clients with estate planning
• Develop and maintain relationships with clients
• Provide excellent customer service