Private Wealth Associate
Core
Client service professional partnering with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.
Role type
Private Wealth Associate (Client Service)
Builds
Private Wealth Management Platform
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
analytical skills, communication skills, relationship-building, client-focused, detail-oriented, multi-tasking, proficiency in Word and Excel
Preferred skills
client service experience, financial services industry experience, SIE/Series 7/Series 63 licenses
Responsibilities
Partner with Financial Advisors to build business and provide service support functions, Build relationships with clients and prospective clients, Provide portfolio analysis and account maintenance, Prepare for client/prospect meetings
Seniority
Entry-level / Associate