Private Wealth Associate

Private Wealth Associate (High-Net-Worth Client Service & Strategy)Position OverviewOur client is a premier, industry-leading investment management firm advising high-net-worth and ultra-high-net-worth clients. Known for putting people first, the firm prides itself on selecting and developing exceptional talent.The Private Wealth Associate is a vital client service and strategy professional who exhibits drive, ambition, and exceptional communication and relationship-building skills. In close collaboration with Financial Advisors, the Associate helps propel the growth of the Private Wealth Management platform by delivering world-class support and strategic analysis.This is a challenging and rewarding opportunity to partner with Advisors on core functions, including:Providing asset allocation recommendations and capital markets positioning insights.Conducting comprehensive portfolio analytics.Assisting with complex wealth and legacy planning strategies for individuals and families.Key ResponsibilitiesThe Associate will be integral to the team's success by:Client & Prospect Engagement: Building strong relationships with clients and prospective clients to understand, support, and execute all aspects of their servicing needs. Striving to provide an exceptional level of customer support.Strategic Partnership: Partnering directly with Financial Advisors to facilitate business growth and provide essential service functions, such as thorough portfolio analysis, managing account creation and maintenance, and preparing for high-stakes client/prospect meetings.Collaboration & Networking: Collaborating and networking with senior professionals across the firm to enhance personal development and career success.Comprehensive Development ProgramAssociates will participate in a robust and comprehensive training program designed to build a foundational understanding of investment knowledge and develop the quantitative and qualitative skills needed for long-term stability and success, regardless of prior experience. This program represents years of heavy financial investment and input from industry leaders.Components of the Development Program Include:In-Depth Industry Training: Focused on proprietary investments, services, policies, and procedures.Advanced Wealth Management: Training on trusts & estates, wealth planning, investment management philosophies, and advanced financial management strategies.Client Excellence: A strong focus on client service excellence, partnership, and sales training to ensure an exceptional client experience.Professional Skills: Behavioral training geared toward the development of critical communication, leadership, and other professional skills.Career Management: One-on-one coaching and specialized skills training to achieve success well beyond the Associate role.Career Path & GrowthOur client is deeply committed to the success and long-term development of all Associates. As Associates progress in the role, achieve core milestones, and exhibit key competencies (typically over the course of ~3 years), they are celebrated and advanced to other exciting opportunities within the firm.Associates have a myriad of opportunities to continue their career as a high-level client service professional or in areas including: Leadership, Wealth Strategies, Investment Strategies, and ultimately, building their own business as an Advisor.QualificationsWe Are Seeking:A Bachelor's degree with a track record of academic excellence and demonstrated leadership experience.Individuals who possess strong analytical and communication skills (both written and verbal) and a proven ability to build strong professional relationships.Accomplished team players who thrive in a rigorous, detail-oriented, and challenging environment.Client-focused individuals with a strong ability to multi-task effectively and work under pressure in a fast-paced atmosphere.Proficiency in Microsoft Word and Excel is required.Desired Qualifications:1-2 years of client service experience; financial services industry experience is a plus.Candidates with current FINRA licenses (e.g., SIE, Series 7, Series 63) are a plus, though the firm will sponsor and support the necessary exams upon hire.

Salary : $68,000 - $72,000