Client Associate - Upland Wealth Advisors : Job Details

Upland Wealth Advisors is a growing, independent wealth management practice in Albany, GA affiliated with Wells Fargo Advisors Financial Network. Informed by a deep understanding of our clients' needs and preferences, our mission is to provide impactful advice and first class service to enhance our clients' lives and legacy.

Our team is looking for a long term, trusted associate to join our practice and help us deliver exceptional service to our wealth management clients. We are looking for a driven, team player with great interpersonal skills and the desire to learn and grow. We have a family office environment built on integrity and accountability. Workplace etiquette, relationship management, attention to detail, and confidentiality are critical for this position.

General administrative skills and basic competency in Outlook, Word, and Excel are required. Industry experience is preferred, but not required.

Compensation will be commensurate with experience and qualifications. Performance based incentives are also possible.

Duties:

Interact with clients and prospective clients in person and on the phone.

Process and follow up on client documents for proper maintenance of accounts.

Maintain client records and files.

Assist Financial Advisors with marketing efforts.

Expectations:

Grow professionally and inspire others to do the same.

Work with others to achieve desired team outcomes.

Take ownership and hold themselves accountable for delivering results.

Contribute to the continuous evolution of the practice.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Upland Wealth Advisors is a separate entity from WFAFN.