As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales‑related activities.

In the role you will:

• Identify new business opportunities to gather additional assets and/or increase revenue.
• Utilize your in‑depth knowledge of products and services to identify new opportunities within the existing client base.
• Work with Advisor and Total Wealth Specialists to deepen client relationships through total wealth planning.
• Prepare, analyze, and present reports and recommendations to clients.
• Work with the Advisor to develop and distribute client communication and marketing pieces.
• Act as a leader to other associates on the team and within the branch by providing direction and coaching.
• Regularly review practices to ensure administrative processes ...