Job Overview: 

GatePass Capital is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering investment and wealth management services and comprehensive financial planning.

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At GatePass, we exist with a singular purpose: to help our clients prosper in all aspects of life. Our five core pillars are:

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Client Experience

Unwavering Integrity

Satisfied Employees

Community Asset

Aim to Win

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We are currently seeking a dynamic and driven Associate or Senior Associate Wealth Advisor to join our growing wealth management team. The ideal candidate will play a crucial role in supporting our Senior Advisors in delivering exceptional financial planning and investment advisory services to clients. This is an excellent opportunity for a motivated individual to gain hands-on experience and grow in the wealth management industry.

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Responsibilities:

Client Support:

• Assist in managing and cultivating client relationships by providing exceptional service.
• Support senior advisors in understanding clients' financial goals and needs.

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Financial Analysis:

• Conduct financial analyses to assist in the creation of comprehensive financial plans.
• Gather and organize client financial information for review by senior advisors.

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Investment Research:

• Assist in market research and analysis to identify potential investment opportunities.
• Stay informed about market trends, economic conditions, and industry developments.

• Support in the construction and monitoring of client investment portfolios.
• Collaborate with senior advisors to implement strategic asset allocations.

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Client Communication:

• Communicate with clients to provide updates on portfolio performance and market insights.
• Assist in addressing client inquiries and requests in a timely and professional manner.

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Administrative Support:

• Handle administrative tasks related to client accounts, documentation, and compliance.
• Coordinate and schedule client meetings and follow-ups.

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Professional Development:

• Stay informed about industry regulations, best practices, and advancements.  
• Pursue professional certifications and training opportunities to enhance knowledge and skills.

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Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 2-5 years of experience in a financial services or wealth management role 
• Basic understanding of financial markets, investment products, and financial planning principles.
• Excellent analytical and organizational skills.
• Strong interpersonal and communication skills.
• Ability to work collaboratively within a team environment.
• Willingness to learn and take on new responsibilities.
• Uphold ethical standards and maintain client confidentiality.

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This is an associate or senior associate level position with opportunities for growth within the organization. We are committed to providing mentorship and training to help you develop a successful career in wealth management.

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