Private Wealth Associate

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

Job summary

Harrison Gray Search has been 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 partners with senior Financial Advisors to deliver sophisticated wealth management solutions for high-net-worth families.

The ideal candidate has a minimum of 2 years in wealth management, holds SIE, Series 7, and Series 63 licenses, and excels in client services.

Qualifications

• Minimum 2 years of wealth management experience.
• Licensed: SIE, Series 7, and Series 63.
• Strong client-service skills with high-net-worth clients.
• Excellent written and verbal communication with strong organizational abilities.

Responsibilities

• Partner with Financial Advisors to support client relationships, business development, portfolio analysis and wealth planning.
• Serve as a key contact for high-net-worth clients, delivering exceptional service.
• Assist with account opening/maintenance, investment requests, reporting and complex client presentations.
• Build relationships with clients and internal partners while anticipating needs.
• Help execute sophisticated wealth management strategies across teams.

Skills

Wealth management experience

Client service

Education

SIE, Series 7, Series 63 licenses

Job description

Harrison Gray Search has been 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 is more than a traditional support role. As a Private Wealth Associate, you will serve as a strategic partner to senior Financial Advisors, directly contributing to the client experience and the management of sophisticated wealth strategies for high-net-worth families.

Our client is seeking professionals with a minimum of 2 years of experience in wealth management who are looking to take the next step in their careers with a globally recognized firm.

Professional Development & Growth

Our client places a strong emphasis on continued professional development and career growth. Associates have access to:

• Advanced Training: Ongoing education covering investments, wealth planning, trust & estates, and capital markets.
• Mentorship & Coaching: Exposure to experienced industry leaders and opportunities for professional mentorship.
• Career Advancement: A defined path for growth into Wealth Strategy, Financial Advising, Leadership, or other specialized areas of the business.
• Industry-Leading Platform: The resources, technology, and expertise of a premier global wealth management organization.

What You’ll Do

• Partner with Financial Advisors: Collaborate with senior Advisors to support client relationships, business development, portfolio analysis, and wealth planning initiatives.
• Client Interface: Serve as a key point of contact for high-net-worth clients, delivering a high level of service and helping manage their ongoing needs.
• Wealth Management Support: Assist with account opening and maintenance, investment-related requests, portfolio reporting, and complex client presentations.
• Relationship Management: Build strong relationships with clients and internal partners while anticipating client needs and ensuring a seamless experience.
• Strategy & Execution: Help execute sophisticated wealth management strategies and coordinate across internal teams to deliver solutions for clients.

Who You Are

Our client is looking for highly motivated, polished professionals who have demonstrated success in a wealth management environment.

• Wealth Management Experience: Minimum 2 years of experience in wealth management, private wealth management, financial advising support, or a related role.
• Licensed: Currently hold the SIE, Series 7, and Series 63 licenses.
• Client-Focused: Strong understanding of client service with the ability to build trusted relationships with high-net-worth individuals and families.
• Articulate: Exceptional written and verbal communication skills with the ability to communicate confidently with sophisticated clients and senior Advisors.
• Driven: Highly organized, proactive, and detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Collaborative: A team player who thrives in a rigorous, high-performance environment.

Why Join This Firm?

Our client combines the resources and stability of a premier global wealth management firm with a strong commitment to employee development and career advancement.

This is an opportunity for an experienced, licensed Private Wealth Associate to join a high-performing team, work alongside accomplished Financial Advisors, and build a long-term career within a sophisticated wealth management platform.

If you are looking to leverage your existing wealth management experience and licenses while continuing to grow within private wealth management, this could be an excellent next step.

Harrison Gray Search is an equal opportunity recruiter acting on behalf of our client. All inquiries are handled with the highest level of confidentiality.