Private Wealth Associate

Job description

17 OPEN positions throughout the U.S.!

Our client is a leading global investmentmanagement and research firm with more than $500 billion in assets under management and a presence in

22 countries with more than 3400 employees worldwide.
They serve clients ranging from institutions to individuals and private clients and we offer independent research portfolio strategy and

brokeragerelated services tailored to our clients unique needs. With forwardlooking perspective and expertise in equities fixedincome

alternatives and multiasset strategies more than 500 investment professionals collaborate to share ideas and make connections across

disciplines geographies asset classes and sectors. These collective insights drive innovation and better solutions helping us keep our

clients AHEAD OF TOMORROW.

Our client provides advanced planning strategies and a wide array of investment management services to highnetworth families and endowments

and foundations and institutions to help them reach specific financial objectives. distinguished among major wealth managers by its single

focus and the resulting alignment of interests and accountability this brings to each client relationship. integrated approach allows the firm

to tailor each clients portfolio minimizing the effects of tax and volatility with investment strategies that draw on deep research

expertise across asset classes and various geographies.

Job Description

We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as clientfacing

role with a team of Financial Advisors for Private Wealth Management. YOU MUST be located near a local office and have a book of potential business. Candidates MUST know the general region and area where the offices are located.

This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of 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 and discretionary

Planning for highnetworth 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 and 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

Job requirements

Training Program

The company will participate in a comprehensive and robust

threephase training program spanning approximately three years. The

Associate Development Program (ADP) will enable Associates to build a

foundation of knowledge and develop skills needed to achieve client

service excellence and fuel success as a financial professional.

curriculum will be delivered both in a formal classroom and on the job

setting. Content can include:

Indepth industry training as well as on proprietary investments services policies and procedures

Advanced training on trusts & estates wealth planning analytics

investment management philosophies and financial management strategies

A focus on client service excellence partnership and sales training in order to strengthen the client experience

Behavioral training geared toward the development of communication leadership and other professional skills

Career management oneonone coaching and specialized skills training to achieve success beyond the Associate role

Job Qualifications

The ideal candidate should have a bachelors degree in business or finance

or economics with excellence in academics and strong leadership

experience. Candidates should either have two years of industry experience

experience.

We are looking for accomplished team players who seek a rigorous and

challenging environment for their career development. Candidates should

be clientfocused and detailoriented with a strong ability to

multitask and work under pressure in a fastpaced atmosphere. They

should also 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.

Remote Work :

No