Wealth Associate - Lonsdale Branch
About this job
The Wealth Associate is responsible for supporting and enhancing the client relationship through specialized operational, client service, and sales administration/support to Investment Advisors within Beem Wealth & Planning. The role contributes to delivering an overall positive client experience through assisting their Investment Advisor with administration of investment solutions for clients, research of investment products, portfolio analysis, processing transactions, and promoting various investment vehicles and Beem investment products.