To explore a career opportunity in one of the following areas, please reach out to us at teamdauphin@assante.com. All communications are in strict confidence.
Currently Hiring: Client Services Associate
If you have great client service and communications skills and a desire to learn, we would love to hear from you.
This position offers the opportunity to advance to Team Leadership, Marketing, or Wealth Advisor roles.
While experience in finance-related industries is advantageous, it is not a requirement. We are more interested in your diverse and unique skills and experiences.
To succeed in this role, the candidate must effectively collaborate with Advisors, clients, and Legal and Tax professionals to complete various tasks and duties.
This position requires someone who is creative, detail-oriented, possesses strong communication skills, and can prioritize multiple ongoing tasks. An entrepreneurial spirit could lead to practice equity.
The successful candidate will have the opportunity to:
Assist Wealth Advisors in servicing existing clients and onboarding new clients
Regularly engage with clients via phone, email, and virtual tools
Complete Financial Projections
Prepare and lead client presentations
Develop and maintain a working knowledge of the investment industry
Co-develop and execute Marketing and Communication plans
Progress to earn additional designations (ie. CFP, CIM)
Candidates must be comfortable with technology and open to ongoing education.
Compensation salary range is $42,000 to $67,000 and will be negotiated based on experience and skills. The compensation package also includes a bonus structure. A comprehensive benefits package is available. Some relocation assistance may be available.
The Target Wealth Group is, an independently owned and operated branch of Assante Capital Management Ltd. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.