Wealth Management Associate
Elite Placement Group, Los Angeles, CA, United States
Private Wealth Management Associate (early stage career)
Base Salary:
$75,000 to $80,000 + bonus, commission, and full benefits
Find out if this opportunity is a good fit by reading all of the information that follows below.
Global Wealth Management company is seeking a recent graduates and early-career professionals to join its Private Wealth Management team in a client-facing Associate role.
This is an excellent opportunity to launch a career in wealth management while working closely with senior Financial Advisors and high-net-worth clients.
Responsibilities Include:
• Supporting Financial Advisors with portfolio analysis and client service
• Preparing materials for client and prospect meetings
• Assisting with account setup and ongoing client support
• Building relationships with high-net-worth clients
Qualifications:
• Bachelor’s degree required
• 1–2 years of professional or client service experience (internships count)
• Strong analytical and communication skills
• Proficiency in Microsoft Word and Excel
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The firm provides a comprehensive training program and will sponsor licensing exams (SIE, Series 7, Series 63).
Local candidates only please
We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California
Base Salary:
$75,000 to $80,000 + bonus, commission, and full benefits
Find out if this opportunity is a good fit by reading all of the information that follows below.
Global Wealth Management company is seeking a recent graduates and early-career professionals to join its Private Wealth Management team in a client-facing Associate role.
This is an excellent opportunity to launch a career in wealth management while working closely with senior Financial Advisors and high-net-worth clients.
Responsibilities Include:
• Supporting Financial Advisors with portfolio analysis and client service
• Preparing materials for client and prospect meetings
• Assisting with account setup and ongoing client support
• Building relationships with high-net-worth clients
Qualifications:
• Bachelor’s degree required
• 1–2 years of professional or client service experience (internships count)
• Strong analytical and communication skills
• Proficiency in Microsoft Word and Excel
xywuqvp
The firm provides a comprehensive training program and will sponsor licensing exams (SIE, Series 7, Series 63).
Local candidates only please
We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California