About this role
Private Wealth Associate - The Lerner Group at Hightower. Location: Boca Raton, Florida, United States. Role: setting accounts, processing requests, reviewing activity Requirements: BA/BS in finance or related field, 1+ year related experience, familiarity with Fidelity's Wealthscape preferred, strong communication and organizational skills. Category: Finance and Accounting Seniority: Entry Level Tools: Fidelity's Wealthscape Commitment: Full Time Workplace: Hybrid Languages: English