Wealth Management Associate - Job Description POSITION SUMMARY: The Wealth Management Associate is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Management Associate partners with team

The Chase Wealth Management Advisor Development Program's mission is to develop and advance a diverse, inclusive community of Financial Advisors dedicated to the highest standards of excellence. As a Chase Financial Advisor, you will understand your client's financial goals and develop a personalized investment strategy to meet those goals.Jefferies is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing Jefferies Group Jefferies offers a full range of investment banking, equities, fixed income, asset and wealth management products and services

Prior to his current role, Erik was a Regional Director for Baird’s Private Wealth Management group and Branch Manager of Baird’s largest wealth management office in Milwaukee, Wisconsin. He joined Baird in 1987 as a Financial Advisor in the firm’s Janesville, Wisconsin, branch and became the location’s Branch Manager in 1993. We offer an extensive range of products and services to meet Canadians’ wealth management needs. Our investment funds, including segregated fund and mutual fund offerings, are managed by seasoned portfolio managers in North America and around the world.

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