Private Wealth Associate

Career Group; Los Angeles (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Career Group partners with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team. This role suits an experienced, licensed financial services professional dedicated to exceptional client service and high standards.

The Private Wealth Associate will work closely with Financial Advisors to support high-net-worth clients, manage accounts, prepare meetings, and coordinate across teams to ensure flawless service and timely follow-through.

Qualifications

• 1+ years of relevant experience within wealth management, financial services, investment management, or a related environment.
• Active SIE, Series 7, and Series 63 licenses required.
• Demonstrated experience working with and servicing sophisticated clients.
• Exceptional communication and relationship-building skills.
• Highly organized and detail-oriented with excellent follow-up and follow-through.
• Strong analytical skills and comfort working with financial information.
• Ability to manage multiple priorities in a fast-paced, high-expectation environment.
• Strong proficiency in Microsoft Excel, Word, and related technology platforms.
• A client-first mentality, strong work ethic, and genuine pride in delivering work at the highest level.

Responsibilities

• Partner closely with Financial Advisors to support and service high-net-worth and ultra-high-net-worth client relationships
• Serve as a trusted point of contact for clients, responding to requests with urgency, professionalism, and exceptional attention to detail
• Support portfolio analysis, account opening and maintenance, client transactions, and ongoing account needs
• Prepare for client and prospective client meetings, including reports, presentations, portfolio information, and follow-up
• Coordinate across internal investment, operations, wealth planning, and client service teams to ensure requests are handled accurately and efficiently
• Proactively track outstanding items and ensure consistent follow-through across client relationships
• Deliver an exceptional client experience while maintaining the highest standards of discretion and professionalism

Skills

Wealth management experience

SIE

Series 7

Series 63

Servicing sophisticated clients

Relationship-building

Communication skills

Detail-oriented

Follow-up

Financial analytics

Multi-tasking

Excel / Word proficiency

Client-first mindset

Job description

We are partnering with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team. This is an exceptional opportunity for an experienced, licensed financial services professional who genuinely loves client service, takes tremendous pride in their work, and holds themselves to an exceptionally high standard.

Working closely with Financial Advisors, the Private Wealth Associate will serve as an important point of contact for high-net-worth and ultra-high-net-worth clients and families. The right person is sophisticated, highly responsive, detail-oriented, and comfortable managing the many moving pieces that come with complex client relationships. They understand that exceptional service is often about anticipating needs, following through flawlessly, and making every interaction feel seamless.

This is a highly collaborative environment and a great fit for someone who wants to continue building their career in private wealth management while working alongside accomplished professionals and sophisticated clients.

Responsibilities

• Partner closely with Financial Advisors to support and service high-net-worth and ultra-high-net-worth client relationships
• Serve as a trusted point of contact for clients, responding to requests with urgency, professionalism, and exceptional attention to detail
• Support portfolio analysis, account opening and maintenance, client transactions, and ongoing account needs
• Prepare for client and prospective client meetings, including reports, presentations, portfolio information, and follow-up
• Coordinate across internal investment, operations, wealth planning, and client service teams to ensure requests are handled accurately and efficiently
• Proactively track outstanding items and ensure consistent follow-through across client relationships
• Deliver an exceptional client experience while maintaining the highest standards of discretion and professionalism

Qualifications

• 1+ years of relevant experience within wealth management, financial services, investment management, or a related environment
• Active SIE, Series 7, and Series 63 licenses required
• Demonstrated experience working with and servicing sophisticated clients
• Exceptional communication and relationship-building skills
• Highly organized and detail-oriented with excellent follow-up and follow-through
• Strong analytical skills and comfort working with financial information
• Ability to manage multiple priorities in a fast-paced, high-expectation environment
• Strong proficiency in Microsoft Excel, Word, and related technology platforms
• A client-first mentality, strong work ethic, and genuine pride in delivering work at the highest level

Salary Range DOE $80,000-$100,000 plus Bonus Eligible