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Location

Boca Raton, FL | United States

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Job description

Job Title: Senior Associate - Private Client Services
Job Location: 5 Locations (Chicago IL, Boulder CO, Boca Raton FL, Los Angeles CA, and Atlanta GA) - 3 days in office/ 2 from home
Job Salary: $75k - $90k+ DOE
Requirements: At least 2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm, Series 65 or 66 Required

We are a "Registered Investment Advisors" (RIAs) founded in 1999 and based in Los Angeles with 200+ employees and over $20 billion in assets under management. We work exclusively with High Net Worth and Ultra High Net Worth Individuals and their multi-million and billion-dollar businesses as well as their families. Due to continuous growth, we are looking to add a Private Client Services Senior Associate to the team! **This is a Hybrid/Remote Role! (3 days in office/ 2 days from home)**

What You Will Be Doing

- Onboarding of new High Net Worth clientele
- Working directly with the Wealth Advisors in preparation of allocations and investments
- Active communication with clients - processing inquiries
- Preparing and processing investment paperwork

What You Need for this Position

Requirements include:
- Bachelors in Finance, Economics, or related field
- 2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm
- A Series 65 or 66 is required for this role

What's In It for You

Competitive Salary Depending on Experience: $75k - $90k+
- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Generous PTO
- Paid Holidays

So, if you are a Client Services Senior Associate with experience and are currently Series 65 or Series 66 Licensed, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Colin Murphy

Applicants must be authorized to work in the U.S.

Preferred Skills

Series 65

Series 66

PCs

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Job tags

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Salary

$75k - $90k