Senior Private Wealth Associate

114 Private Wealth; Maryland; On-site; USD 100,000 - 185,000; Full time

Benefits offered by this job

Base salary + bonus

401(k) matching

Health, Dental, Vision

Paid time off

Professional development

Job summary

114 Private Wealth in Alexandria, VA, seeks a Senior Registered Wealth Associate to support wealth advisors and clients. This client-facing role focuses on day-to-day administration, service, and relationship management for high-net-worth clients within a leading wealth management practice.

The ideal candidate has Wells Fargo Advisors experience, strong organizational skills, and the ability to navigate complex transactions with precision and confidentiality.

Qualifications

• 5+ years of experience in wealth management, brokerage, private banking, or related financial-services environment.
• Existing securities registrations (SIE, Series 7, and Series 63/65 or 66) preferred.
• Experience supporting high-net-worth and ultra-high-net-worth client relationships.
• Familiarity with Wells Fargo Advisors systems and processes is a plus.

Responsibilities

• Serve as a primary point of contact for client service and admin needs.
• Provide high-touch service to high-net-worth and ultra-high-net-worth relationships.
• Process account openings, maintenance, asset transfers, money movements, and other requests.
• Prepare documentation and coordinate client signatures and follow-up.
• Assist Wealth Advisors with meeting prep and relationship management.
• Coordinate with Wells Fargo Advisors resources to resolve client needs efficiently.
• Maintain accurate client records and monitor outstanding service requests.
• Support retirement distributions, beneficiary updates, and complex service requests.
• Identify process improvements and enhance the client experience.
• Collaborate with Wealth Associates and Advisors, providing back-up coverage as needed.

Skills

5+ years wealth mgmt

SIE

Series 7

Series 63/65/66

Wells Fargo Advisors exp

High-net-worth clients

Attention to detail

Strong communication

Team collaboration

Job description

114 Private Wealth in Alexandria, VA, seeks a Senior Registered Wealth Associate to support wealth advisors and clients. This client-facing role focuses on day-to-day administration, service, and relationship management for high-net-worth clients within a leading wealth management practice.

The ideal candidate has Wells Fargo Advisors experience, strong organizational skills, and the ability to navigate complex transactions with precision and confidentiality.