The Wealth Associate is responsible for supporting a team of Wealth Advisors in the delivery of The Corundum Group and Central Bancorp capabilities to high net worth individuals and families. This is inclusive of portfolio management, trust and estate planning, retirement planning, insurance, mortgage, and personal lines of credit.
The Associate will receive additional training that will enable them to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Content will include:
We are looking for accomplished team players who seek a challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.
Please email your resume and completed application to HR@centralbancorp.com