Private Wealth Associate
3 days ago
Private Client Associate (2-5 yrs Exp) (West LA)
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.
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.
Company DescriptionWe are a successful recruiting firm hired by our client to identify top talent throughout the country.Company DescriptionWe are a successful recruiting firm hired by our client to identify top talent throughout the country.
-
Private Wealth Associate
1 month ago
Los Angeles, United States Harrison Gray Search and Consulting LLC Full timeHarrison 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 Associate
1 month ago
Los Angeles, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison 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...
-
Private Wealth Management Associate
4 weeks ago
Los Angeles, United States IDR, Inc. Full timeIDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today! Must be local to Los Angeles, CA!Position Overview...
-
West Coast Private Wealth Planning Associate
3 weeks ago
Los Angeles, United States Venable LLP Full timeVenable LLP’s West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high-net-worth wealth planning to join the practice in the San Francisco or Los Angeles office. The salary range for associate positions is $205,000 to $365,000 per year, depending upon associate level. - Venable LLP is an...
-
Private Wealth Advisor
1 week ago
Los Angeles, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description: Private Wealth AdvisorOverview: As a Private Wealth Advisor, you will play a pivotal role in providing personalized financial advice and investment management services to high-net-worth individuals, families, and institutions. You will collaborate closely with clients to understand their financial goals, assess...
-
West Coast Private Wealth Planning Associate
2 weeks ago
Los Angeles, United States Venable LLP Full timeVenable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high-net-worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience...
-
SVP, Private Wealth Advisor
4 weeks ago
Los Angeles, United States Capital Group Full timeWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...
-
Senior Wealth Strategy Associate
3 days ago
Los Angeles, United States UBS Full timeUnited States - California Business management, administration and support, Client advisory / Relationship management Global Wealth Management Job Reference 284278BR City Los Angeles Job Type Full Time Your role Are you skilled at developing wealth management strategies? Does financial data excite you? Were looking for a Senior Wealth Strategy Associate to:...
-
Associate Wealth Management Advisor
3 weeks ago
Los Angeles, United States Northwestern Mutual - West Los Angeles Full time**Associate Wealth Management Advisor** John Calvert leads one of the largest practices within Northwestern Mutual, a Fortune 100 Company and manages an excess of $800M in client assets and company retirement plans. The team works with some of the most successful and influential families and businesses in California and across the United States. The...
-
Associate Wealth Advisor, Schwab Wealth Advisory
3 weeks ago
Los Angeles, United States Charles Schwab Full time**Your opportunity**: At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier,...
-
Senior Associate, Wealth Manager
4 weeks ago
Los Angeles, United States BNY Mellon Full timeAssociate Wealth Manager, Wealth Management Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank...
-
Senior Associate, Wealth Manager
1 month ago
Los Angeles, California, United States BNY Mellon Full timeAssociate Wealth Manager, Wealth Management Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of...
-
Senior Associate, Wealth Manager
2 weeks ago
Los Angeles, California, United States The Bank of New York Mellon Full timeAssociate Wealth Manager, Wealth ManagementBring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of...
-
Los Angeles, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Associate Wealth Advisor, Schwab Wealth Advisory
3 weeks ago
LOS ANGELES, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory...
-
Associate Wealth Advisor, Schwab Wealth Advisory
3 weeks ago
Los Angeles, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory...
-
Associate Wealth Advisor, Schwab Wealth Advisory
3 weeks ago
LOS ANGELES, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory...
-
Private Wealth Senior Relationship Manager
1 month ago
Los Angeles, California, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Sr. Client Associate
4 weeks ago
Los Angeles, United States BGSS Full timeJob DescriptionJob DescriptionBased in Los Angeles, our client was established in 1990, and their vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing...
-
Sr. Client Associate
4 weeks ago
Los Angeles, United States BGSS Full timeJob DescriptionJob DescriptionBased in Los Angeles, our client was established in 1990, and their vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing...
