Eton Advisors Group LLC · 3 days ago
Wealth Advisor Associate
Triangle Area
Full-time
Onsite
Entry Level
2+ years expEton Advisors is a Multi-Family Office dedicated to providing sophisticated wealth management and family office services to high net-worth clients. The Wealth Advisor Associate works directly with clients to address their financial needs, focusing on servicing day-to-day client requirements and preparing relevant documentation.
Financial Services
Responsibilities
Servicing day-to-day client needs (money transfers, form administration, advanced spreadsheets, etc.)
Gathering client data and documenting accounts
Preparation of client meeting book materials
Drafting correspondence and needs summaries
Researching items relevant to client financial needs
Qualification
Required
Excellent organizational skills, ability to multi-task and attention to detail is a must
Proactive and willing to go over and beyond what is asked for
Excellent verbal and written communication skills
Ability to work independently in a fast-paced team environment with minimal supervision
Excellent proficiency in MS Office Suite and video conferencing technology
Resilient
Intellectual curiosity, teachable, coachable and willing to learn
Polished and professional demeanor (over the phone and in person)
A minimum of two years' experience in a similar role or related business experience
Analytical & independent problem-solving skills
Demonstrated teamwork qualities
Successful candidate must be results driven, detailed oriented and a motivated self-starter
Preferred
Familiarity with Finance, Investment, Accounting and Legal terminology is a plus
college degree preferred
Company
Eton Advisors Group LLC
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase