Are you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Capital Raising .

Compensation

Starting at $65,000 annually + commission.

Job Description

The Associate, Capital Raising is responsible for acting as a point of contact for all inquiries from Skyline Wealth Management Institutional Investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain advisor engagement, supporting Inside Sales and Regional Vice President, Capital Raising in administrative processes, ensuring compliance and reporting, and acting as a point of contact for advisors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our peopl...