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Private Wealth Associate
2 months ago
Harrison Gray Search and Consulting LLC is seeking a highly motivated and detail-oriented Private Wealth Associate to join their team in Los Angeles. As a Private Wealth Associate, you will play a critical role in providing exceptional client service and support to high-net-worth individuals and families.
Key Responsibilities- Collaborate with senior professionals to fuel career success and build relationships with clients and prospective clients.
- 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.
Harrison Gray Search and Consulting LLC offers a robust and comprehensive training program for all Associates. 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.
Components of the 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.
- 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.
- 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.
- Medical, Dental, Vision and 401k.
- Base compensation for this role is $74,000-$79,000 with a bonus opportunity.
