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Location

Newport Beach, CA | United States

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Job description

Job Title: Senior Associate - Private Client Services
Job Location: 4 Locations Hiring (Beverly Hills, Woodland Hills, Newport Beach, El Segundo) - 3 days in office/ 2 from home
Job Salary: $80k - $100k+
Requirements: 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 or 66 Highly Preferred)

We are a  (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, 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm (Series 65 or 66 Highly Preferred), and having shown solid tenure in their past roles. In return, we are offering a competitive salary ($80k - $90k+), 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
- 1-2+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm
- Series 65 or 66 Highly Preferred

What's In It for You

Salary: $80k - $90k+
- Full Benefits (Health, Dental, and Vision)
-  5% 401k Match
- 3 weeks PTO
- Paid Holidays

Benefits

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

Benefits

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

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

Preferred Skills

High Net Worth

Private Client Servies

AUM

Assets under Management

Wealth Management

Seies 66

CFP

CFA

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Job tags

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Salary

$80k - $100k