Private Wealth Associate

Career Group; Los Angeles (CA); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Career Group partners with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team in Los Angeles. This is an exceptional opportunity for an experienced, licensed financial services professional who loves client service and holds themselves to the highest standards.

In this role, you will work closely with Financial Advisors to service high-net-worth clients, respond to requests with urgency, support portfolio analysis, account opening and

Qualifications

• 2+ years of wealth management or related experience.
• Active SIE, Series 7, and Series 63 licenses.
• Experience servicing sophisticated clients.
• Strong communication and relationship-building skills.
• Highly organized with excellent follow-up and attention to detail.

Responsibilities

• Partner with Financial Advisors to service high-net-worth and ultra-high-net-worth client relationships.
• Respond to client requests with urgency, professionalism, and attention to detail.
• Support portfolio analysis, account opening and maintenance, client transactions and ongoing needs.
• Prepare for client meetings with reports, presentations, and portfolio information.
• Coordinate with internal teams to ensure requests are handled accurately and efficiently.
• Proactively track outstanding items and ensure follow-through across client relationships.
• Deliver an exceptional client experience with discretion and professionalism.

Skills

Client service

Relationship-building

Communication

Attention to detail

Analytical skills

Education

SIE license

Series 7 license

Series 63 license

Tools

Microsoft Excel

Microsoft Word

CRM systems

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

• 2+ 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 on base is DOE $80,000-$85,000 plus Bonus Eligible