Waterview Wealth Management

Wealth Management Sales Assistant Compensation: base salary + bonus, potential Location: Wakefield MA and Windham NH About the Role We are seeking a motivated, tech-savvy Wealth Management Sales Assistant to join our growing advisory team. This is an outstanding opportunity for an individual who is enthusiastic about financial markets, investments, and building a long-term career in wealth management or institutional sales. You will work directly alongside senior advisors, gaining hands-on experience with clients, investment platforms, and sales strategy from day one. What You’ll Do Support senior advisors with client prospecting, outreach, and relationship management. Prepare investment proposals, pitch decks, and portfolio summaries using Excel, Morningstar, and other proprietary software. Conduct investment research and competitive analysis on funds, equities, and model portfolios. Manage and update client records in our CRM system with accuracy and...