Wealth and Investment Associate

WHO are we looking for?

A Wealth and Investment Associate a highly motivated associate to support our Private Wealth practice and local investment team. This functional hybrid role is expected to be approximately 70% Private Wealth client-service and advisory support and 30% investment team support. The ideal candidate will be intellectually curious, service-minded, detail-oriented, and interested in building a long-term career at the intersection of wealth management, financial planning, portfolio construction, investment research, trading and implementation, and client service. The internal title for this role is intended to...