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Private Wealth Associate

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Professional Career Match Solutions

2021-12-04 12:30:03

Job location San Francisco, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Private Wealth Associate
Location: San Francisco, CA
Salary $75 to $80K plus 10% bonus and benefits.
Looking for people that want to grow into larger positions
Our client is looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors.
This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry.
This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate planning, retirement planning, and core/discretionary planning for high-net-worth clients and prospects.

A Private Wealth Associate will:
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
  • Partner with team members to accomplish a common goal of providing exceptional service.
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship.
  • Interact and network with senior professionals throughout the firm to fuel career success.

Private Wealth Associates will participate in a comprehensive and robust training program. The Associate Development Program (ADP) will enable Associates to build a foundation of investment knowledge and develop quantitative and qualitative skills needed to achieve client service excellence and fuel success as an investment professional. Curriculum will be delivered in various mediums such as interactive virtual sessions, group collaboration, and on-the-job individual training.

The ideal candidate:
  • Bachelor's degree with excellence in academics and strong leadership experience.
  • Candidates should either have two years of experience or be a recent college graduate with relevant internships.
  • Looking for accomplished team players who seek a rigorous and challenging environment for their career development.
  • Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
  • Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.
  • Proficiency in Word and Excel are required.
  • One to Two years of client service experience.
  • Our client will sponsor required series exams, including SIE, Series 7, and Series 63 but candidates with licenses preferred

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