Family Wealth Associate Strategist
Toledoonsitejunior$96K – $181K
Posted today · via Workday
About this role
Location: 300 Madison Avenue, Toledo Ohio Job Summary The Family Wealth Associate Strategist (FWAS) supports Family Wealth Strategists in delivering a comprehensive wealth management experience for Ultra High Net Worth (UHNW) individuals and families with $25MM+ in investible assets. Working alongside experienced Family Wealth Strategists and internal specialists across investment management, fiduciary services, wealth planning, banking, family office, and business advisory services, the FWAS supports client relationship management, book management activities, contact strategies, planning initiatives, and business development efforts.…
What we'd score you on
reqspace match rubricFive 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: teams, 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 Toledo. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamsoutreach
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