Wealth Management Associate

DRUM Associates; Los Angeles (CA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service.

You will participate in client meetings from day one, handle servicing needs, and balance planning with administration. Training is provided, with firm-sponsored study for SIE, Series 7, and Series 63 licenses, shaping a path

Qualifikationen

• 1–3 years of relevant experience in wealth management, financial services, private banking, or a related client-facing environment.
• SIE, Series 7, and/or Series 63 strongly preferred; candidates who are actively pursuing licensing may also be considered
• Strong written and verbal communication skills with the ability to interact professionally with high-net-worth clients
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities
• Proactive, ambitious, and comfortable taking initiative in a fast-paced environment
• Strong analytical and problem-solving skills with an interest in wealth management and financial markets
• Ability to remain calm under pressure, prioritize and reprioritize effectively, and learn quickly

Aufgaben

• Partner directly with Wealth Advisors to support high-net-worth and ultra-high-net-worth clients
• Support wealth planning, portfolio analysis, investment recommendations, and account management
• Handle transactional and portfolio servicing needs, including cash flows, distributions, account maintenance, and client service requests
• Participate in client meetings and communicate directly with clients from day one
• Support multiple Wealth Advisors across a generalist workload, balancing planning, servicing, and administrative priorities
• Build strong relationships with clients, advisors, and internal partners while providing a high level of service
• Complete a comprehensive training program designed to build expertise across wealth management and client service
• Pursue the SIE, Series 7, and Series 63 licenses with firm-sponsored study materials, courses, and dedicated study time
• Develop toward long-term opportunities including Wealth Advisor, investment-focused roles, business analysis, sales, and leadership

Kenntnisse

Wealth management

Client service

Financial analysis

Communication

Jobbeschreibung

We are partnered with a leading Private Wealth Management firm seeking a driven and versatile Private Wealth Associate to join their Los Angeles team. This individual will work directly alongside Wealth Advisors supporting high-net-worth and ultra-high-net-worth clients while gaining broad exposure to wealth planning, portfolio analysis, transactions, and client service. The role offers comprehensive training, direct client exposure, and a strong long-term path within wealth management.

What You’ll Do

• Partner directly with Wealth Advisors to support high-net-worth and ultra-high-net-worth clients
• Support wealth planning, portfolio analysis, investment recommendations, and account management
• Handle transactional and portfolio servicing needs, including cash flows, distributions, account maintenance, and client service requests
• Participate in client meetings and communicate directly with clients from day one
• Support multiple Wealth Advisors across a generalist workload, balancing planning, servicing, and administrative priorities
• Build strong relationships with clients, advisors, and internal partners while providing a high level of service
• Complete a comprehensive training program designed to build expertise across wealth management and client service
• Pursue the SIE, Series 7, and Series 63 licenses with firm-sponsored study materials, courses, and dedicated study time
• Develop toward long-term opportunities including Wealth Advisor, investment-focused roles, business analysis, sales, and leadership

What We’re Looking For

• 1–3 years of relevant experience in wealth management, financial services, private banking, or a related client-facing environment
• SIE, Series 7, and/or Series 63 strongly preferred; candidates who are actively pursuing licensing may also be considered
• Strong written and verbal communication skills with the ability to interact professionally with high-net-worth clients
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities
• Proactive, ambitious, and comfortable taking initiative in a fast-paced environment
• Strong analytical and problem-solving skills with an interest in wealth management and financial markets
• Ability to remain calm under pressure, prioritize and reprioritize effectively, and learn quickly