Wealth Advisor Associate

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

Job summary

An established industry player is seeking a Wealth Advisor Associate to join a dynamic team in San Francisco. This role is pivotal in providing exceptional client service and investment advice to high net worth clients, endowments, and foundations. You will leverage your extensive experience in wealth management to develop tailored solutions and foster strong relationships with clients and their advisors. The ideal candidate will possess a deep understanding of financial markets and a consultative approach to client interactions. Join a firm that values your expertise and offers a comprehensive benefits package, including a competitive salary and discretionary bonus opportunities.

Benefits

Paid Time Off

Medical/Dental/Vision Insurance

401(k)

Life Insurance

Discretionary Bonus

Qualifications

• BA/BS required; MBA and/or CFA/CIMA/CFP preferred.
• 10+ years in wealth management with complex financial planning experience.

Responsibilities

• Serve as point of 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

Interpersonal Skills

Teamwork

Communication Skills

Flexibility to Travel

Education

BA/BS

MBA

CFA/CIMA/CFP

Tools

Financial Software

Job description

Information regarding Neuberger Berman’s privacy policy is available under Important Links on http://www.nb.com.

The Wealth Advisor Associate will provide support to a 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.

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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail].