As a member of The Barry Wealth Consulting Group, you will learn about the financial services industry and wealth management in an inspiring and team oriented environment. You will work closely with a Financial Advisor with almost 30 years of experience in the business and assist the team members with day-to-day business activities, including market analytics, portfolio research, and administrative duties. The desired candidate will be someone who is eager to learn, takes initiative, and is able to work in both a team setting and independently. We are looking for someone that can work 20-25 hours per week, with scheduling flexibility for students, and will be dedicated to this role for a minimum of 6 months .
Your role will include:
• Research and analyze portfolio holdings
• Prepare client documents for annual review meetings and status calls
• Schedule Client and Prospect Meetings
• Contact clients to confirm monthly calls
• Plan team and client networking events
• Navigate and use UBS specific software and tools
• Miscellaneous tasks as assigned