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Wealth Management Associate

Union BankMorrisville, VT
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Disability Insurance

Job Description

Union Bank has called Vermont home since 1891 - and we're proud of our local roots. We're a modern, community-focused bank where people come to grow their careers and make a difference. We offer strong benefits, support continuing education, and believe in promoting from within. Our CEO's journey from teller to the top is just one example. If you're looking for purpose, opportunity, and a team that cares, you'll find it here!

Summary

The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service. This position supports the efficient administration of wealth management activities by assisting with account documentation, client communications, transaction processing, and other day-to-day support functions. The role requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience and the overall effectiveness of the Wealth Management team.

Why work with us?

While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:

  • Generous Paid Time Off
  • Health, Dental, and Life Insurance
  • Partially paid Short and Long-Term Disability
  • Company-matched 401K retirement account
  • Bankers' hours
  • Paid Federal Holidays

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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FAQs About Wealth Management Associate Jobs at Union Bank

What is the work location for this position at Union Bank?
This job at Union Bank is located in Morrisville, VT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Union Bank?
Employer has not shared pay details for this role.
What employment applies to this position at Union Bank?
Union Bank lists this role as a Full-time position.
What experience level is required for this role at Union Bank?
Union Bank is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Union Bank for this role?
Union Bank offers following benefits: Health Insurance, Dental Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Union Bank?
You can apply for this role at Union Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.