Wealth Management Associate

3 days ago

West Palm Beach, Florida, United States Selby Jennings Full time

We are looking for a driven and detail-oriented
Wealth Management Associate
to join our dynamic and growing team. This role offers an exceptional opportunity for someone eager to deepen their expertise in portfolio construction, asset allocation, and client relationship management, while learning directly from experienced investment professionals.

The ideal candidate will bring a solid foundation in finance and data analysis, paired with a client-centric mindset. You will play a key role in supporting the development and implementation of investment and financial planning strategies, while helping to deliver exceptional service to high-net-worth clients.

Key Responsibilities

  • Partner with advisors to support clients throughout the entire relationship lifecycle-from prospecting and onboarding to ongoing portfolio and financial plan management
  • Develop compelling investment proposals, portfolio analyses, and research materials tailored to client needs
  • Collaborate with advisors, client service, and investment teams to deliver integrated investment solutions
  • Contribute to portfolio construction and conduct investment research aligned with client objectives
  • Monitor and manage client accounts, transactions, and reporting to ensure accuracy and timeliness
  • Stay informed on market trends, investment products, and planning strategies to enhance client conversations and inform recommendations
  • Identify opportunities to improve operational efficiency and strengthen client engagement

Qualifications

  • Bachelor's degree in Finance, Economics, Business, Accounting, or a related field
  • 1-2 years of experience in financial services (internships considered), or relevant academic background with strong aptitude for on-the-job learning
  • Solid analytical and quantitative skills, including proficiency in Excel and financial modeling
  • Self-motivated, coachable, and eager to grow professionally
  • Excellent communication skills and a collaborative, team-oriented approach
  • High level of professionalism and discretion in handling sensitive information
  • Familiarity with Bloomberg Terminal and portfolio management software is a plus
  • Series 65 license is a plus but not required; it may be obtained shortly after hire

  • Private Wealth Management Relationship Specialist

    2 weeks ago

    West Palm Beach, Florida, United States Regions Bank Full time $49,087 - $60,133 per year

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Private Wealth Management Relationship Specialist

    4 days ago

    West Palm Beach, Florida, United States Regions Bank Full time $49,088 - $60,134

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Senior Wealth Advisor

    2 days ago

    West Palm Beach, Florida, United States Bessemer Trust Full time

    Position Summary:Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal...

  • Private Wealth Management Specialist

    1 week ago

    West Palm Beach, Florida, United States First Recruiting, LLC Full time

    This role is responsible for working with the Relationship Manager to build and maintain client relationships.Deliver high-touch service: Provide high-quality, high-touch service to Private Wealth Management (PWM) clients, ensuring their needs are met with professionalism and care.Manage onboarding and account support: Oversee new account onboarding,...

  • Wealth Analyst

    1 week ago

    West Palm Beach, Florida, United States BMO Full time $45,000 - $83,000

    Application Deadline:12/23/2025Address:777 S Flagler DriveJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience....

  • Licensed Community Association Manager

    1 week ago

    West Palm Beach, Florida, United States Triton Property Management Full time

    COME JOIN THE TEAM AS WE ARE GROWING AGAINFull Job DescriptionTriton:As a team member of TRITON PROPERTY MANAGEMENT, you are expected to understand and support our mission statement and practice our Core Values every day. These values include, accepting the empowerment to exceed expectations, show enthusiasm for your position and duties; show a positive...

  • Asset & Wealth Management, XIG, Public Strategies Performance and Data Analyst, Analyst - West Palm Beach

    2 days ago

    West Palm Beach, Florida, United States Goldman Sachs Full time

    DescriptionA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $3.14 trillion in assets under supervision globally, you can expect to participate in exciting investment opportunities while...

  • Senior Relationship Manager

    2 days ago

    West Palm Beach, Florida, United States TWM Executive Search Full time

    Top-tier Wealth Management Firm seeks Senior Relationship Manager in West Palm Beach to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.Manage client portfolios and implement sophisticated investment and asset allocation strategiesPartner with...

  • Senior Wealth Strategy Associate

    2 days ago

    Ponte Vedra Beach, Florida, United States UBS Full time

    Job Reference #328834BRJob TypeFull TimeYour roleassist financial advisors in client conversations, providing analytic information and aiming to understand the client's goalsdevelop customized asset allocation strategies and investment solutions for clientsprovide support for client relationship building and business development activitiesperform business...

  • J.P. Morgan Wealth Management

    2 weeks ago

    Palm Harbor, Florida, United States JPMorganChase Full time

    Job DescriptionAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology,...