Wealth Advisor Associate

Neuberger Berman; San Francisco (CA); On-site; USD 100,000 - 110,000; Full time

Job summary

Join a forward-thinking firm as a Wealth Advisor Associate, where you will play a pivotal role in supporting a seasoned Wealth Advisor Team managing over $1.5 billion in assets. This dynamic position involves serving as the primary contact for high net worth clients, providing world-class service and tailored investment advice. You will leverage your extensive experience in wealth management to navigate complex financial planning, ensuring that each client's unique objectives are met. This role offers a collaborative environment where your expertise will directly impact client satisfaction and business growth. If you're ready to make a significant difference in the financial lives of clients, this opportunity is for you!

Benefits

Paid Time Off

Medical/Dental/Vision Insurance

401(k)

Life Insurance

Discretionary Bonus

Qualifications

• 10+ years of experience in wealth management with expertise in financial planning.
• Professional licenses: Series 7 and 66 required.

Responsibilities

• Serve as primary contact for high net worth clients and provide tailored investment advice.
• Build and strengthen client relationships while maximizing firm resources.

Skills

Client Relationship Management

Financial Planning

Investment Advice

Communication Skills

Interpersonal Skills

Consultative Approach

Market Knowledge

Education

BA/BS

MBA

CFA/CIMA/CFP

Tools

Financial Software

Job description

The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The Wealth Advisor Associate will serve as the primary point of contact for the operational and investment needs of client relationships.

Responsibilities:

• Serve as regular point of contact for high net worth clients, endowments, foundations and family offices seeking solutions to complex issues including portfolio asset allocation and implementation, retirement planning, philanthropy, and estate planning.
• Provide world-class client service and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each client.
• Use broad understanding of the financial markets and the firm’s products to match appropriate solutions and services with each client’s financial circumstances, needs and objectives.
• Responsible for building and strengthening client relationships with Neuberger Berman.
• Establish credibility as a source of trustworthy advice by prioritizing the client’s investment objectives.
• Develop a consultative approach toward clients and prospects.
• Seek opportunities to grow business by cultivating relationships with third party referral sources (e.g., accountants, attorneys and other advisors).
• Maximize firm resources in order to provide best in class service to clients.

Qualifications:

• Education: BA/BS required; MBA and/or CFA/CIMA/CFP preferred.
• Professional licenses: Series 7 and 66 required.
• Industry experience: Minimum of 10 years within the wealth management industry.
• Demonstrated experience handling complex financial planning.
• Expertise in managing the financial needs of high net worth clients.
• Ability to partner with client's other advisors (e.g., attorney, accountant, etc.), while demonstrating proficiency in articulating the firm’s value added proposition.
• Excellent interpersonal, teamwork and communication skills.
• Flexibility to travel.

Compensation Details:

The salary range for this role is $100,000-$110,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in California. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note:

No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.