Private Wealth 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 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 isn't a "back-office" support role. You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families. If you are looking for a platform that treats your professional development as a capital investment, this is it.

The "ADP" Advantage: A Masterclass in Wealth Management

Our client is renowned for its Associate Development Program (ADP). They don't just hire for where you are; they hire for where you are going.

• Paid Professional Licensing: Full sponsorship for SIE, Series 7, and Series 63.
• Bespoke Training: Advanced curriculum covering proprietary investments, trust & estates, and capital market positioning.
• Mentorship & Coaching: Direct access to industry leaders and one-on-one executive coaching.
• Defined Growth: A clear 3-year roadmap leading to roles in Leadership, Wealth Strategy, or Financial Advising.

What You’ll Do

• Partner with the Best: Collaborate with senior Advisors to build business and prepare sophisticated portfolio analytics.
• Client Interface: Serve as a primary point of contact for high-profile clients, ensuring a "world-class" service experience.
• Strategy & Execution: Support account creation, maintenance, and complex wealth planning presentations.

Who You Are

The firm is looking for the "Best of the Best"-individuals who possess a "get-it-done" attitude and a high degree of emotional intelligence.

• Educated: Bachelor's degree with a track record of academic excellence.
• Driven: 1-2 years of client service experience (financial services is a plus, but not required for high-potential candidates).
• Articulate: Exceptional written and verbal communication skills; you must be comfortable in a boardroom setting.
• Adaptable: A team player who thrives under the pressure of a fast-paced, rigorous environment.

Why Join This Firm?

Our client prides itself on a "People First" culture. They offer the stability of a global industry leader with the personalized career mapping of a boutique. If you want to move beyond "client service" and into "wealth strategy," this is your entry point.

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