Elite Private Wealth Strategy Associate

Harrison Gray Search; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid licensing for SIE/Series 7/63

Mentorship & coaching

3-year growth roadmap

Bespoke training

Job summary

Harrison Gray Search is retained by one of the world's premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This role is a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families.

The program offers development sponsorship, mentorship, and a clear growth path over three years.

Qualifications

• Bachelor's degree with a track record of academic excellence.
• 1-2 years of client service experience (financial services is a plus, but not required for high-potential candidates).
• Exceptional written and verbal communication skills; comfortable in a boardroom setting.
• High degree of emotional intelligence and a get-it-done attitude.

Responsibilities

• Partner with senior Advisors to build business and prepare sophisticated portfolio analytics.
• Serve as a primary contact for high-profile clients, ensuring a world-class service experience.
• Support account creation, maintenance, and complex wealth planning presentations.

Skills

Client service

Communication

Emotional intelligence

Education

Bachelor's degree

Job description

Harrison Gray Search is retained by one of the world's premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This role is a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families.

The program offers development sponsorship, mentorship, and a clear growth path over three years.