Wealth Management: Private Client Associate

Fairygodboss; Los Angeles (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients.

Applicants should hold a Series 7 license and be prepared to obtain additional licensing within 60 days. The position emphasizes a commitment to diversity and inclusion, reflecting the company’s values.

Qualifications

• Valid and active Series 7 license required.
• Series 66 and Life and Health Insurance license must be obtained within 60 days.
• Must have Securities Industry Essential (SIE) exam if registered after October 1, 2018.

Responsibilities

• Support Advisors' business operations and client requests.
• Assist in managing client relationships and performance reports.
• Engage in Risk Management procedures.

Skills

Client service

Operational marketing

Relationship management

Risk Management

Job description

Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients.

Applicants should hold a Series 7 license and be prepared to obtain additional licensing within 60 days. The position emphasizes a commitment to diversity and inclusion, reflecting the company’s values.