Wealth Management Associate

Harrison Gray Search & Consulting San Francisco , CA 94102

Posted 2 months ago

We are looking for an Associate to work in a client-facing role with a team of Financial Advisors for a client of ours in San Francisco.

This role will require candidates to build upon their current skillset and will provide an unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Associates to partner with Financial Advisors to provide all aspects of client services including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects.

Additionally, the 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 (directly and indirectly) 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

Associates will participate in a comprehensive and robust three-phase 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. will be delivered both in a formal classroom and the job setting. Content can include:


Job Qualifications

We are 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. 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.

Our client will sponsor the required series 7 and 63 licenses.

  • In-depth industry training, as well as on proprietary investments, services, policies 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 of communication, leadership, and other professional skills

  • Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role

#ZR

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Client Associate

Bank Of America Corporation

Posted 4 days ago

VIEW JOBS 1/20/2021 12:00:00 AM 2021-04-20T00:00 Job Description: Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7 & 66 (63/65)). Fully paid or partially paid by the FA. Required Skills * Minimum of 1+ years professional or relevant internship experience required * Series 7 & 66 or 63/65 licenses preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations within a specified timeframe if being hired into a registered job code * Knowledge of investment and banking products, policies & procedures * Strong client service & technical skills (MS Word & Excel) * Strong communication, time management and organizational skills Desired Skills * Undergraduate Degree Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United States of America) Hours Per Week: 37.5 Learn more about this role Bank Of America Corporation San Francisco CA

Wealth Management Associate

Harrison Gray Search & Consulting