Wealth Planning & Fiduciary Advisory Associate

Evercore; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement Plan

Life and disability insurance

Paid parental and caregiver leave

Commuter benefits

Job summary

Evercore in San Francisco is looking for a Wealth & Fiduciary Advisory Associate. The role involves comprehensive client support, account management, and assisting in financial planning.

The ideal candidate has 2-8 years in wealth management, strong client service skills, and proficiency in financial software. The base salary ranges from $80,000 to $120,000, along with eligibility for a discretionary bonus and comprehensive benefits.

Qualifications

• 2-8 years of experience in wealth management or trust administration.
• High level of client service experience with strong coordination skills.
• Proficiency in relevant financial software and platforms.

Responsibilities

• Provide comprehensive support to Wealth and Fiduciary Advisors.
• Respond promptly to client requests and maintain client records.
• Assist with financial planning data collection and preparation.

Skills

Client service skills

Organizational skills

Attention to detail

Problem-solving abilities

Multi-tasking in fast-paced environment

Tools

Fidelity

Microsoft Office Suite

eMoney

Salesforce

Job description

Evercore in San Francisco is looking for a Wealth & Fiduciary Advisory Associate. The role involves comprehensive client support, account management, and assisting in financial planning.

The ideal candidate has 2-8 years in wealth management, strong client service skills, and proficiency in financial software. The base salary ranges from $80,000 to $120,000, along with eligibility for a discretionary bonus and comprehensive benefits.