Wealth Associate

Jobtailor; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in San Francisco is seeking an administrative and client engagement support professional for its Wealth Advisory team. You will collect, organize, and manage client information, prepare meeting materials and proposals, and ensure risk scores and documentation are up to date.

You will interact with high-net-worth clients and senior leaders, demonstrate strong written and verbal communication, and work collaboratively in a fast-paced environment to deliver outstanding client service.

Qualifications

• Bachelor’s degree required.
• CFA or CFP designation preferred, but not required.
• Past experience in financial planning or wealth management preferred.
• Demonstrated interest in the stock market, wealth management, or financial planning.
• Confidence working directly with senior leaders and high-net-worth clients.
• Ability to work collaboratively in a team environment.
• Proven success solving problems and working under pressure in a fast-paced environment.
• Excellent written and verbal communication skills.
• Time management and ability to multitask and prioritize work.
• Excellent organization and interpersonal skills.
• Ability to take immediate ownership of work.

Responsibilities

• Provide administrative and client engagement support for the Wealth Advisory team.
• Collect, organize, and manage client information by assigning and following up on necessary paperwork.
• Generate, prepare, and update client meeting materials and client proposals in collaboration with the Advisor.
• Ensure key client information, risk score, and documentation are up to date.
• Correspond with colleagues and use professional judgment to provide outstanding client service.

Skills

Client information management

Meeting material generation

Time management

Interpersonal skills

Problem solving

Written communication

Verbal communication

Education

Bachelor’s degree

CFA designation

CFP designation

Job description

• Provide administrative and client engagement support for the Wealth Advisory team
• Collect, organize, and manage client information by assigning and following up on necessary paperwork
• Generate, prepare, and update client meeting materials and client proposals in collaboration with the Advisor
• Ensure key client information, risk score, and documentation are up to date
• Correspond with colleagues and use professional judgment to provide outstanding client service

Requirements

• Bachelor’s degree
• CFA or CFP designation preferred, but not required
• Past experience in financial planning or wealth management preferred
• Demonstrated interest in the stock market, wealth management, or financial planning
• Confidence working directly with senior leaders and high-net-worth clients
• Ability to work collaboratively in a team environment
• Proven success solving problems and working under pressure in a fast-paced environment
• Excellent written and verbal communication skills
• Time management and ability to multitask and prioritize work
• Excellent organization and interpersonal skills
• Ability to take immediate ownership of work

Core Competencies

Demonstrates strong organizational and communication skills while providing administrative support in wealth management. Capable of managing client information and collaborating effectively with advisors to enhance client engagement.

Highest-signal resume keywords

• Bachelor's Degree
• CFA Designation
• CFP Designation
• Financial Planning Experience
• Wealth Management Experience

ATS Optimization Keywords

Hard Skills

• Client Information Management
• Client Proposal Preparation
• Meeting Material Generation
• Risk Score Management

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Time Management
• Interpersonal Skills
• Problem Solving

Certifications & Qualifications

• CFA
• CFP

Industry Keywords

• Wealth Management
• Financial Planning
• Stock Market