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Senior Associate

Job

Goodwin Recruiting

Cedar Rapids, IA (In Person)

Full-Time

Posted 6 weeks ago (Updated 6 weeks ago) ā€¢ Actively hiring

Expires 5/27/2026

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Job Description

Job Summary To Apply for this Job Click Here A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
SENIOR ASSOCIATE RESPONSIBILITIES
As a member of the client service team, support senior advisors in managing client relationships Support with client and prospect meetings, as well as networking events Assist in developing financial plans Prepare investment portfolio analysis and financial-related projects Assist in monitoring and satisfying compliance requirements
SENIOR ASSOCIATE REQUIREMENTS
Bachelor's Degree 5+ years wealth management experience Series 65 SENIOR
ASSOCIATE COMPENSATION
Excellent Benefits 401k with match Unlimited discretionary PTO and Summer Fridays Significant professional and personal growth opportunities
JOB ID :
174055 #post Kylee Shimabuku To Apply for this Job Click Here Apply Now Share This Job Share on Email Share on Linkedin Share on Facebook š¯•¸ Share on X Share on Email

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