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Location

Boulder, CO | United States

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Job description

Job Title: Senior Associate - Private Client Services
Job Location: Boulder Colorado
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 "Registered Investment Advisors (RIAs) founded in 1999 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 - $100k+), 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 - $100k+
- 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
• Telecommute
  

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

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

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

Preferred Skills

Public Accounting

CPA

Tax Manager

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Job tags

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Salary

$80k - $100k