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Location

Boulder, CO | United States

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Job description

Job Title: Senior Associate - Private Client Services
Job Location: 5 Locations Hiring (Chicago IL, Boulder CO, Boca Raton FL, Los Angeles CA, and Atlanta GA) - 3 days in office/ 2 from home
Job Salary: $60k - $75k+
Requirements: Bachelors in Finance/Economics (or related field)- Internship in Finance Strong Plus

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 level person to help lead the team! **This is a Hybrid/Remote Role! (3 days in office/ 2 days from home)**

Requirements include Bachelors in Finance/Economics (or related field)- Internship in Finance Strong Plus and having shown solid tenure in their past roles (if any). In return, we are offering a competitive salary ($60k - $75k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to [email protected]!

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

Required:
- Bachelors in Finance, Economics, or related field
- Internship in Finance (strongly preferred)
- Series 65 or 66 (Strongly Preferred)

What's In It for You

Salary: $60k - $75k+ 
- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Generous PTO
- Paid Holidays

So, if you are a Senior Associate - Private Client Services with experience, please apply today!

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus

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

Preferred Skills

PCs

Private Client services

Senior Associate

Associate

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Job tags

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Salary

$60k - $75k