Wealth Management Associate

1 week ago

San Francisco, California, United States TalentLink Solutions Full time
Job Overview

We are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at TalentLink Solutions. As a key member of our financial planning and advisory team, you will be responsible for supporting senior advisors with preparation of well-polished documentation and presentation materials for meetings, attending meetings with prospects and existing clients for note-taking purposes, and recording meeting notes on topics covered, changes in client's needs, and action items.

The ideal candidate will have a college graduate degree, a commitment to excellence, and a strong ability to learn and apply new software systems quickly. Experience with Salesforce, Bloomberg, Morningstar, and/or MoneyGuidePro is preferred, as well as experience working with Schwab as custodian. Superior phone skills, excellent interpersonal and communication skills, and strong time management skills are also essential.

Key Responsibilities

  • Support senior advisors with preparation of well-polished documentation and presentation materials for meetings
  • Attend meetings with prospects and existing clients for note-taking purposes
  • Record meeting notes on topics covered, changes in client's needs, and action items
  • Summarize meeting and schedule action items in Salesforce
  • Complete all action items utilizing firm processes and procedures
  • Work in conjunction with senior advisors to deliver services to clients
  • Work with team to ensure all actions for clients are tracked and completed
  • Communicate and follow up regularly with clients, developing strong relationships and rapport with clients

Requirements

  • College graduate degree required
  • Pursuit of CFP or CFA in process highly preferred
  • 1+ years of financial services experience highly preferred; ideally in B/D or RIA environment supporting a financial advisor or similar setting
  • Commitment to excellence; detail-oriented, client-focused, and highly organized
  • Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
  • Experience with Salesforce, Bloomberg, Morningstar, and/or MoneyGuidePro preferred
  • Experience working with Schwab as custodian preferred
  • Superior phone skills; friendly and helpful in all interactions on the phone
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions

  • Wealth Associate

    1 month ago

    San Francisco, California, United States BakerAvenue Full time

    {"title": "Wealth Associate", "description": "Join Our Wealth Advisory TeamBakerAvenue is a leading wealth management firm that provides comprehensive financial services to high-net-worth individuals, families, trusts, foundations, and endowments. We are seeking an entry-level Wealth Associate to join our team in San Francisco.Key Responsibilities:Provide...

  • Tax Associate

    1 month ago

    San Francisco, California, United States ASPIRIANT LLC Full time

    Job Title: Tax Associate - Wealth ManagementWe are seeking a highly motivated and detail-oriented Tax Associate to join our Wealth Management team. As a Tax Associate, you will play a critical role in providing tax advisory and compliance services to our high-net-worth clients.Key Responsibilities:Prepare personal, partnership, corporate, trust, foundation,...

  • Wealth Management Associate

    1 month ago

    San Francisco, California, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we are committed to delivering exceptional customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.Job SummaryWe are seeking a highly motivated and results-driven Wealth Management Associate to join our...

  • 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...

  • Wealth Management Associate

    2 weeks ago

    San Francisco, California, United States Cresset Full time

    About CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on delivering...

  • 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...

  • 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 is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. With over $50 billion in assets under...

  • 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...

  • Wealth Management Associate

    4 weeks ago

    San Francisco, California, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients secure their financial well-being and pursue their long-term aspirations.Our MissionWe strive...

  • Wealth Management Associate

    4 weeks ago

    San Jose, California, United States Beacon Pointe Advisors Full time

    Job Title: Associate Wealth AdvisorWe are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor at Beacon Pointe Advisors.About the RoleThis is an exciting opportunity to work with a talented team of wealth management professionals dedicated to servicing high net worth individuals and families.Key...

  • Financial Planning Associate

    3 days ago

    San Francisco, California, United States Empirical Wealth Management Full time

    About Empirical Wealth ManagementEmpirical Wealth Management is a rapidly expanding financial services firm with a strong track record of growth and success. Since its inception in 2006, the company has organically grown to over $6 billion in assets under management through steady referrals from clients and business partners. Our goal is to reach $10 billion...

  • Wealth Management Associate

    1 week ago

    San Jose, California, United States Beacon Pointe Advisors Full time

    Associate Wealth AdvisorWe are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor in our San Jose, CA office. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the administrative aspects of client service.Key...

  • Wealth Management Seasonal Client Associate

    3 weeks ago

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

    Job Title: Wealth Management Seasonal Client AssociateWealth Management Seasonal Client Associates play a vital role in providing exceptional client service to our clients. As a key member of our team, you will be responsible for supporting Financial Advisors in delivering tailored solutions to meet the unique needs of our clients.Key...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, managing client relationships, and delivering comprehensive financial planning solutions.Key Responsibilities:Manage a portfolio of 75-80 clients,...

  • Wealth Management Specialist

    4 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth individuals and their families, businesses, and nonprofit organizations.Key...

  • Wealth Management Professional

    2 weeks ago

    San Francisco, California, United States Cerity Partners Full time

    Job Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth clients.Key Responsibilities:Manage a portfolio of 75-80 clients, providing personalized...

  • Financial Services Associate

    4 weeks ago

    San Francisco, California, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals through personalized planning and investment management.Job SummaryWe are seeking a...

  • Senior Wealth Management Associate

    1 week ago

    San Jose, California, United States Beacon Pointe Advisors Full time

    Job Title: Senior Wealth Management AssociateAbout the Role:We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the daily operations of our wealth...

  • Wealth Management Associate

    4 weeks ago

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

    Job Title: Wealth Management Client AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key...