Private Wealth Associate

Our client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent.

They are current seeking a Private Wealth Associate in their Los Angeles Office. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. Seeking candidates with 1-2 years of experience working in a client facing, fast paced role, preferably in finance (wealth management, banking, CPA firms, etc.). They will be supporting the advisors and training is provided.

An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success. 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.

Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs. Strive to provide a world-class level of customer service and support. Associates will participate in a robust and comprehensive training program (Associate Development Program). The program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.

Components of the Training Program: In-depth industry training on proprietary investments, services, policies and procedures. Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies.

A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience. Behavioral training geared toward the development of communication, leadership, and other professional skills. Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.

Associates have a myriad of opportunities to continue their career with the firm as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. The firm takes all of their Associates' development seriously, and they focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of 3 years), they celebrate the opportunity to advance team members on to other exciting opportunities at the firm.

What They are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships. Accomplished team players who thrive in a rigorous and challenging environment.

Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere. Individuals who have a bachelor’s degree with excellence in academics and strong leadership experience. Proficiency in Word and Excel are required. Desired Qualifications: 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus.