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Role Description
For some the role is a stepping stone to becoming a Wealth Manager; for others it is a career in its own right. It is assumed that an Associate is not authorised to give investment advice and that the brokerage comprises one or more of each of the following:
It is important that the Wealth Managers, Associate and Administrators work well together as a strong team, offering assistance to clients irrespective of whether or not the Wealth Manager is available.
Salary
Responsibilities
The Associate role may be broken down into four key parts:
Preparing and maintaining client files
Preparing recommendations
Implementing recommendations
Review
Requirements
Essential:
Desirable:
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