17 OPEN positions throughout the U.S.!
Our client is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in
22 countries, with more than 3,400 employees worldwide.
They serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and
brokerage-related services tailored to our clients' unique needs. With forward-looking perspective and expertise in equities, fixed-income,
alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across
disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our
clients AHEAD OF TOMORROW.
Our client provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments
and foundations, and institutions to help them reach specific financial objectives. distinguished among major wealth managers by its single
focus and the resulting alignment of interests and accountability this brings to each client relationship. integrated approach allows the firm
to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on deep research
expertise across asset classes and various geographies.
Job Description
We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as a client facing
role with a team of Financial Advisors for Private Wealth Management. YOU MUST be located near a local office and have a book of potential business. Candidates MUST know the general region and area where the offices are located.
This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth
management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client
servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary
Planning for high net worth clients and prospects.
A Private Wealth Associate will:
•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
•Partner with team members to accomplish a common goal of providing exceptional service
•Interact with clients to support all aspects of their servicing needs related to the management of their relationship
•Interact and network with senior professionals throughout the firm to fuel career success
Training Program
The company will participate in a comprehensive and robust
three-phase training program, spanning approximately three years. The
Associate Development Program (ADP) will enable Associates to build a
foundation of knowledge and develop skills needed to achieve client
service excellence and fuel success as a financial professional.
Curriculum will be delivered both in a formal classroom and on the job
setting. Content can include:
•In-depth industry training, as well as on proprietary investments, services, policies and procedures
•Advanced training on trusts & estates, wealth planning analytics,
investment management philosophies, and financial management strategies
•A focus on client service excellence, partnership and sales training in order to strengthen the 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
Job Qualifications
The ideal candidate should have a bachelor's degree in business, finance
or economics with excellence in academics and strong leadership
experience. Candidates should either have two years of industry
experience.
We are looking for accomplished team players who seek a rigorous and
challenging environment for their career development. Candidates should
be client-focused and detail-oriented with a strong ability to
multi-task and work under pressure in a fast paced atmosphere. They
should also possess strong analytical and communication skills (both
written and verbal) and an ability to build internal and external
relationships. Proficiency in Word and Excel are required.
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