If you are eager to use your financial expertise to help clients achieve their goals while growing your career, join our team as SAM’s newest Associate Wealth Strategist. In this role, you will aid in the onboarding of new high-net-worth client relationships while providing ongoing service and maintenance to existing clients and their accounts. While you will primarily serve as an assistant to senior relationship managers for all client-related issues and follow-ups, you will also have the opportunity to manage a small group of client relationships independently, ensuring that all touchpoints, outreaches, and services are met. Based on performance, this position has the opportunity to grow into a Wealth Strategist role. The Associate Wealth Strategist reports to the Head of Private Wealth. Our ideal candidate is someone who has the passion, experience, and drive to take our firm to new heights, shares in our commitment to putting our clients first, and believes in the importance of team mentality. This is a fantastic opportunity to work closely with our clients and make a substantial impact on their financial journey. We look forward to reviewing your application.