Wealth Associate

OH - Kettering - Far Hills Aveonsitejunior

Posted 1w ago · via Workday

About this role

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth Associate will work towards gaining familiarity and eventually proficiency in all required systems and processes, relationship management, business development, and financial planning with the goal of advancing into a client facing role. The Wealth Associate will focus on growing professionally while supporting the business needs of the department.…

Read the full description on Bankatfirst's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less, outreach

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in OH - Kettering - Far Hills Ave. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

lessoutreach

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