About this role
Associate Wealth Advisor at NorthCoast Asset Management. Location: Stamford, Connecticut, United States. Role: develop plans, monitor risk, lead client communications Requirements: Bachelor’s degree; Series 65 within 120 days; 2+ years financial services experience; strong interpersonal and analytical skills; knowledge of financial planning concepts; clean U4. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Custodian websites, Planning software Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English