I am interviewing for PWM client associate roles at different companies. Are all of these roles just operations work for financial advisors? That’s how I’ve interpreted the interviews from a couple different companies.

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Yes, however, if you demonstrate an aptitude for business development while in the role it can give you staying power to ultimately become an advisor on the team(s) your support or at least give you the operational know-how to build your own book since you won’t have associates helping you as a new solo practitioner later. It’s also typically 9-5 so you can have a side hustle and take classes.

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Very operations oriented. You will most likely be doing paperwork and managing day to day needs of the clients. Wires, transfers, account updates etc.

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