Private Wealth Associate - Crest Capital Advisors

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

Job summary

An established industry player is looking for a Private Wealth Associate to join their dynamic team in San Diego. This role offers the opportunity to provide exceptional service to clients while managing their financial accounts and ensuring seamless operations. The ideal candidate will have strong communication skills and a background in financial services, ready to thrive in a fast-paced environment. With a competitive salary and comprehensive benefits, this position is perfect for someone eager to grow in their career and make a significant impact in the wealth management sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Paid Parental Leave

401(k) Matching

HSA Contributions

Student Loan Assistance

Pet Insurance

Qualifications

• 3+ years in Financial Services with customer service experience.
• Proficient in MS Office applications and client account management.

Responsibilities

• Provide top-tier service to clients, managing financial accounts and communications.
• Onboard new clients and maintain organized client files.

Skills

Communication Skills

Attention to Detail

Time Management

Client Service Skills

Financial Services Experience

Education

BA/BS in Business

BA/BS in Finance

Tools

MS Office (Word, Excel, Outlook)

Job description

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Your Future Team

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.

Position Overview

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

What You’ll Do

1. Provide white glove level of service to clients, including administration of client financial accounts, money movement, and full balance sheet monitoring.
2. Lead service delivery and communicate with clients effectively.
3. Prioritize and organize workflow, collaborating on all facets of client account operations and administration.
4. Onboard new client accounts by collecting client information and documentation.
5. Establish new investment accounts, draft letters, and prepare welcome packets.
6. Respond to client questions regarding accounts, policies, and procedures.
7. Review daily activities, reconcile client activity, fund transfers, and ensure accuracy.
8. Prepare meeting materials.
9. Process client requests such as wires, checks, and journals.
10. Assist clients in establishing online access for statements and confirmations.
11. Maintain accurate and organized client files.

What You’ll Bring

1. At least 3 years of experience in Financial Services.
2. Minimum 1 year of experience in customer service.
3. Professional communication skills for in-person and phone interactions.
4. BA/BS degree in business, finance, or related field preferred.
5. Proficiency in MS Office applications (Word, Excel, Outlook).
6. Working knowledge of client account portfolios.
7. High-level client service skills.
8. Ability to work effectively both independently and in a team.
9. Series 7/66 or 63/65 licenses preferred.

What We Offer

• Annual base salary of $90,000-$110,000 plus bonuses based on qualifications and experience.
• Medical, dental, and vision insurance coverage from day one.
• Paid parental leave (16 weeks primary, 8 weeks secondary).
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Our Story

Founded in 2008, Hightower is a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices, along with 401(k) consulting and cash management services to corporations. Based in Chicago with advisors nationwide, Hightower operates as a registered investment advisor (RIA).

We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age, disability, medical condition, gender identity or expression, genetic information, or any other unlawful consideration.

You must have U.S. work authorization without sponsorship now or in the future.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Financial Services, Investment Management, Capital Markets