Senior Associate
Employment type
Contract
Work setting
On-site
Location
Cedar Rapids, IA
Schedule
Day shift
Posted
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Job overview
The Senior Associate is a contract role based in Cedar Rapids, IA. Compensation is not specified for this position, which supports a rapidly growing wealth advisory firm. This role exists to support senior advisors in managing high-net-worth client relationships. The associate will assist with financial planning, investment portfolio analysis, and compliance monitoring to ensure high-quality service for clients.
What you'll do
- Support senior advisors in managing client relationships.
- Assist with client meetings and networking events.
- Develop financial plans.
- Prepare investment portfolio analysis.
- Monitor and satisfy compliance requirements.
What we're looking for
- Skills & competencies
- contractday shiftcedar rapids iasenior associatewealth managementfinanceclient serviceseries 65advisorygoodwin recruiting
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401k match, Unlimited PTO, Summer Fridays
Why this role
Includes unlimited discretionary PTO and Summer Fridays.
About the employer
Goodwin Recruiting is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.
Additional details
- Industry sector
- 99
- Industry
- Unclassified (placeholder)
- Occupation code
- 13-2052.00
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Listing ID: c015c2a3-01c7-46e7-95a8-d46b516b8c64