Private Wealth Associate: Client-Focused Wealth Ops

HighTower Advisors, LLC; San Diego (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Job summary

Crest Capital Advisors, part of the Hightower community, is seeking a Private Wealth Associate in San Diego, CA. The role focuses on delivering white-glove client service, administering accounts, and coordinating money movements, reports, and onboarding for new clients.

You will report to the Managing Director and engage with high-net-worth clients in a fast-paced environment, contributing to a growing family-office practice with strong client focus.

Qualifications

• 3+ years of experience in Financial Services.
• 1+ years of experience in customer service.
• Work with clients in person and over the phone in a professional manner.
• BA/BS degree in business, finance or related field preferred.
• Experience in MS Office applications, such as Word, Excel, and Outlook.
• Acquire a working knowledge of the portfolio of accounts.
• High level client service skills.
• Ability to work effectively in a team environment or independently.
• Series 7/66 or 63/65 required.

Responsibilities

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement.
• Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
• Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
• Onboard new client accounts through collection of client information and necessary documentation
• Establish new investment accounts – drafting letters, preparing customer welcome packets
• Respond to questions regarding accounts, policies, and procedures
• Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
• Assist clients with establishing online access for statements and confirm
• Maintain client files

Skills

Financial services experience

Client communication

In-person & phone service

Attention to detail

Portfolio knowledge

Teamwork / independence

Licensing: Series 7/66 or 63/65

Education

BA/BS degree in business, finance or related field

Tools

MS Office

Job description

Crest Capital Advisors, part of the Hightower community, is seeking a Private Wealth Associate in San Diego, CA. The role focuses on delivering white-glove client service, administering accounts, and coordinating money movements, reports, and onboarding for new clients.

You will report to the Managing Director and engage with high-net-worth clients in a fast-paced environment, contributing to a growing family-office practice with strong client focus.