Wealth Associate — High-Net-Worth Client Service

114 Private Wealth; Maryland; On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Paid time off

Licensing support

Job summary

114 Private Wealth, affiliated with Wells Fargo Advisors Financial Network, seeks an experienced Wealth Associate to support daily administration and client relationships from our Alexandria, Virginia office. The role focuses on high-net-worth client service, collaboration with advisors, and compliance within a sophisticated wealth practice.

The ideal candidate has wealth management exposure, strong organizational and communication skills, and is open to licensing requirements; a Wells Fargo

Qualifications

• 1+ years in wealth management or related field.
• Experience with Wells Fargo Advisors systems preferred.
• Experience serving high-net-worth clients.
• Attention to detail and strong organizational skills.
• Excellent written and verbal communication.
• Willingness to pursue securities licensing.

Responsibilities

• Serve as a point of contact for client service and administrative needs.
• Provide high-touch service to high-net-worth and ultra-high-net-worth client relationships.
• Process account openings, maintenance, transfers, and other client requests.
• Prepare documentation and coordinate required client signatures and follow-up.
• Assist Wealth Advisors with preparation for client meetings and ongoing relationship management.
• Coordinate with Wells Fargo Advisors resources to resolve client needs efficiently.
• Maintain accurate client records and ensure documentation of client activity.
• Track anticipated checks and money movements arriving via mail.
• Identify opportunities to improve processes and enhance the client experience.

Skills

Wealth management experience

Client service

Organizational skills

Written and verbal communication

SIE/Series licenses

Job description

114 Private Wealth, affiliated with Wells Fargo Advisors Financial Network, seeks an experienced Wealth Associate to support daily administration and client relationships from our Alexandria, Virginia office. The role focuses on high-net-worth client service, collaboration with advisors, and compliance within a sophisticated wealth practice.

The ideal candidate has wealth management exposure, strong organizational and communication skills, and is open to licensing requirements; a Wells Fargo