Private Wealth Associate

Private Wealth Associate

Locations: Various locations throughout the U.S. (Miami FL New York NY Houston TX Dallas TX Seattle WA Chicago IL San Diego CA Los Angeles CA Atlanta GA.

Open Positions:17

Company Overview:

Our client is a leading global investment management firm advising highnetworth and ultrahighnetworth clients. As an industry leader they prioritize people and pride themselves on selecting and developing highcaliber talent. They specialize in addressing the complexities of wealth with a holistic approach flexible processes innovative research sophisticated modeling and cuttingedge investment solutions. The collaborative culture ensures each client is supported by a team of specialists with a shared sense of purpose.

Position Overview:

Our client is seeking 17 Private Wealth Associates to join their teams across the U.S. These clientfacing roles involve collaborating with Financial Advisors to provide comprehensive asset allocation recommendations capital markets positioning portfolio analytics and wealth and legacy planning for highnetworth individuals and families.

Responsibilities:

Collaboration and Networking: Engage with senior professionals throughout the firm to fuel career success.

Advisor Partnership: Work closely with Financial Advisors to build their business providing support functions such as portfolio analysis account creation and maintenance and preparation for client/prospect meetings.

Client Relationship Management: Build and maintain relationships with clients and prospective clients to understand and support all aspects of their servicing needs.

Customer Service Excellence: Strive to deliver worldclass customer service and support.

Training Program:

Associates will participate in the Associate Development Program (ADP) a robust and comprehensive training initiative designed to build a foundation of investment knowledge and develop essential skills. Components of the ADP include:

Industry Training: Indepth training on proprietary investments services policies and procedures.

Advanced Training: Education on trusts & estates wealth planning investment management philosophies and financial management strategies.

Client Service Focus: Training in client service excellence partnership and sales to enhance the client experience.

Professional Development: Behavioral training to develop communication leadership and other professional skills.

Career Management: Oneonone coaching and specialized skills training to achieve longterm success.

Associates have numerous opportunities to advance their careers within the firm whether as client service professionals or in areas like Leadership Wealth Strategies Investment Strategies or as Financial Advisors. The firm is dedicated to understanding each individuals strengths and aspirations personalizing a roadmap for their success. Progression and advancement are celebrated as milestones are achieved and core competencies are exhibited typically over three years.

Qualifications:

Educational Background: Bachelors degree with excellence in academics and strong leadership experience.

Skills:Strong analytical and communication skills (both written and verbal) ability to build relationships detailoriented capable of multitasking and able to work under pressure in a fastpaced environment.

Technical Proficiency: Proficiency in Microsoft Word and Excel is required.

Desired Qualifications:

Experience:12 years of client service experience; financial services industry experience is a plus.

Licenses:The firm will sponsor required series exams including SIE Series 7 and Series 63. Candidates with existing licenses are preferred.

Compensation:

In accordance with applicable law the minimum and maximum base annual salary for this role is $68000 $73000. Actual base salaries may vary based on factors such as education training experience and past performance. Base salary is just one component of total compensation which may include benefits commissions yearend incentive compensation and other incentives.

Remote Work :

No