Current jobs related to Private Wealth Associate - San Diego - Harrison Gray Search

  • Private Wealth Associate

    2 weeks ago

    San Francisco, California, United States AllianceBernstein Holding L.P. Full time

    Unlock Your Potential as a Private Wealth AssociateBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a Private Wealth Associate, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Collaborate with senior...

  • Private Wealth Associate

    2 weeks ago

    San Francisco, California, United States AllianceBernstein Full time

    Job OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a client service professional, you will play a critical role in helping to propel the growth of our Private Wealth Management Platform.As a Private Wealth Associate, you will collaborate with senior...

  • Private Wealth Associate

    3 weeks ago

    San Francisco, California, United States AllianceBernstein Full time

    Position OverviewBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and take pride in selecting and developing high-caliber talent.Key ResponsibilitiesCollaborate with senior professionals to fuel career success and drive...

  • Private Wealth Director

    4 weeks ago

    San Diego, California, United States Bank of Montreal Full time

    Job Family Group:Wealth Sales & ServiceDeliver exceptional advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.Key Responsibilities:Provide expert financial planning and wealth management services to clientsDevelop and maintain strong relationships with clients and prospectsStay...

  • VP, Private Markets

    5 days ago

    San Diego, United States Realta Wealth Full time

    Vice President – Private MarketsJob Description:The Vice President of Private Markets will play a crucial role in the development and implementation of the organization’s Alternative Investments strategy, with a strong emphasis on private real estate, private equity, private credit, annuities, and life insurance. We are looking for someone knowledgeable...

  • Private Wealth Advisor Director

    2 weeks ago

    San Diego, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. As a key member of our wealth management group, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and execute business...

  • Private Wealth Advisor

    4 weeks ago

    San Francisco, California, United States Capital Group Full time

    Job Title: Private Wealth AdvisorCapital Group is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with high net worth individuals and families to create customized and comprehensive wealth management plans that protect and grow their wealth across generations.Key...

  • Portfolio Manager

    1 month ago

    San Diego, California, United States Corient Private Wealth LLC Full time

    Job Title: Portfolio ManagerCorient Private Wealth LLC is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing client investment portfolios, monitoring and reviewing portfolios to identify accounts that require trading action, and executing trades to rebalance accounts outside of target allocation...

  • Private Wealth Manager

    2 weeks ago

    San Francisco, California, United States Capital Group Full time

    About the RoleCapital Group is seeking a Private Wealth Advisor to join its team of experienced professionals. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesDevelop and implement comprehensive wealth...

  • Private Wealth Manager

    4 weeks ago

    San Francisco, California, United States ECG Resources Full time

    Job OverviewECG Resources is seeking a highly skilled SVP/Private Wealth Advisor to join our Private Client team in San Francisco. As a key member of our team, you will serve as the primary point of contact for Ultra High Net Worth (UHNW) clients, providing a full suite of investment solutions and wealth management services.Key ResponsibilitiesDevelop and...

  • Private Wealth Manager

    1 month ago

    San Francisco, California, United States ECG Resources Full time

    Job OverviewECG Resources is seeking a highly skilled SVP/Private Wealth Advisor to join our Private Client team in San Francisco. As a key member of our team, you will serve as the primary point of contact for Ultra High Net Worth (UHNW) clients, providing a full suite of investment solutions and wealth management services.Key ResponsibilitiesDevelop and...

  • Private Wealth Advisor Director

    7 days ago

    San Francisco, California, United States Bank of Montreal Full time

    Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary:We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Develop and execute...

  • Associate, Private Wealth Client Services

    1 month ago

    San Francisco, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

  • Associate, Private Wealth Client Services

    1 month ago

    San Francisco, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

  • Wealth Management Director

    2 weeks ago

    San Diego, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor Director to join our team. As a key member of our wealth management group, you will be responsible for providing exceptional client service and driving business growth through strategic relationship management and advisory-based sales.Key ResponsibilitiesDevelop and execute business...

  • Tax Senior Manager

    7 days ago

    San Francisco, California, United States Baker Tilly Full time

    Job Description:Baker Tilly, a leading advisory firm, is seeking a Tax Senior Manager to join our San Francisco office. This role will specialize in private wealth, flow-throughs, real estate partnerships, family limited partnerships, and entities.We help wealthy individuals, family members, and their trusts, investment entities, and private businesses...

  • Private Wealth Investment Management Professional

    1 month ago

    San Francisco, California, United States Bank of America Full time

    Job SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Private Wealth Investment Management Specialist, you will play a critical role in defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management...

  • Wealth Management Associate

    1 month ago

    San Francisco, California, United States Cresset Full time

    About CressetCresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way individuals experience wealth. With a strong focus on delivering exceptional client service, Cresset offers personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a...

  • Private Equity Associate

    2 weeks ago

    San Francisco, California, United States Private Investigator Dover Full time

    Private Equity AssociateWe are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover.Key Responsibilities:Advise private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other general corporate...

  • Private Equity Associate

    1 month ago

    San Francisco, California, United States Private Investigator Dover Full time

    Private Equity Associate Job DescriptionWe are seeking a highly skilled Private Equity Associate to join our Private Equity Group in any US office.Key Responsibilities:Advise private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other general corporate...

Private Wealth Associate

3 months ago

San Diego, United States Harrison Gray Search Full time

Harrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.


Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the Private Wealth Management Platform. 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.


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 client service and support


Our client offers a robust and comprehensive training program for all Associates. After years of heavy financial investment and input from industry leaders, this Program is a one-of-a-kind opportunity. 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 Program Include:

  • 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 as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. They take 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 within the company.


Our Client is 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 is required.


Desired Qualifications:

  • 1-2 years of 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.