Client
Associates

Client Associates are indispensable partners to successful wealth management practices.

Client Associates are indispensable partners to successful wealth management practices. They are the unsung heroes who advisors and clients both depend upon to reach their respective financial goals. Client Associates have a broad skill set and contribute in several capacities.

  • Client Advocate
  • Problem Solver
  • Business Manager
  • Relationship Management
  • Technology Consultant
  • Events Coordinator
The fastest growing channel in wealth management today is independence.

The fastest growing channel in wealth management today is independence.

Since many of the industry’s best financial advisors are transitioning to independence, it’s only logical the best Client Associates are afforded the same opportunity. If you’re a top Client Associate and are interested in a confidential conversation about your potential in the independent channel, please e-mail Maria Felice.