Private Wealth Associate - Crest Capital Advisors

HighTower; San Diego (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

An established industry player is seeking a Private Wealth Associate to deliver exceptional service to clients in a fast-paced environment. This role involves managing client financial accounts, onboarding new clients, and ensuring seamless communication. The ideal candidate will have a strong background in financial services, excellent organizational skills, and the ability to thrive both independently and within a team. The company offers a supportive environment with competitive compensation and benefits, including medical coverage from day one and generous parental leave. If you are driven and detail-oriented, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Paid Parental Leave

401k Matching

HSA Employer Contributions

Student Loan Assistance

Qualifications

• 3+ years of experience in Financial Services required.
• 1+ years of customer service experience preferred.

Responsibilities

• Provide top-tier service to clients and manage financial accounts.
• Onboard new clients and maintain accurate records.

Skills

Communication Skills

Attention to Detail

Time Management

Client Service Skills

Teamwork

Education

BA/BS in Business

BA/BS in Finance

Tools

MS Office (Word, Excel, Outlook)

Job description

Crest Capital Advisors, a member of the Hightower community, is a San Diego, CA based RIA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their endeavors without the burden of optimizing the wealth they’ve created. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed and expanded its suite of service offerings.

Please note that at Crest Capital Advisors we are in the office Monday-Friday.

We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. You are thorough, organized, an excellent time manager, and are driven to develop and grow in your role. You will report to the Managing Director.

What You’ll Do

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement as well as full balance sheet monitoring.
• Lead service delivery from the firm and communicate with clients.
• 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.
• Prepare meeting materials.
• Assist clients with establishing online access for statements and confirm.
• Maintain client files.

What You’ll Bring

• 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 preferred.

What We Offer

• Annual base salary of $90,000-$110,000 plus bonus based on qualifications and experience.
• Coverage on the first day of employment for medical, dental, and vision insurance.
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver).
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.