Private Wealth Associate - Grow with Elite Wealth Team

Harrison Gray Search; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

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 role partners with senior Financial Advisors to deliver sophisticated wealth management solutions for high-net-worth families.

The ideal candidate has a minimum of 2 years in wealth management, holds SIE, Series 7, and Series 63 licenses, and excels in client services.

Qualifications

• Minimum 2 years of wealth management experience.
• Licensed: SIE, Series 7, and Series 63.
• Strong client-service skills with high-net-worth clients.
• Excellent written and verbal communication with strong organizational abilities.

Responsibilities

• Partner with Financial Advisors to support client relationships, business development, portfolio analysis and wealth planning.
• Serve as a key contact for high-net-worth clients, delivering exceptional service.
• Assist with account opening/maintenance, investment requests, reporting and complex client presentations.
• Build relationships with clients and internal partners while anticipating needs.
• Help execute sophisticated wealth management strategies across teams.

Skills

Wealth management experience

Client service

Education

SIE, Series 7, Series 63 licenses

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 role partners with senior Financial Advisors to deliver sophisticated wealth management solutions for high-net-worth families.

The ideal candidate has a minimum of 2 years in wealth management, holds SIE, Series 7, and Series 63 licenses, and excels in client services.