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Location

Boulder, CO | United States

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Job description

Job Title: Senior Associate - Private Client Services
Location: , 5 Locations Hiring (San Diego, CA Boulder CO, Boca Raton FL, Columbus OH, and Atlanta GA) - 3 days in office/ 2 from home
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 Los Angeles-based Registered Investment Advisor (RIA) that was established in 1999, employing more than 200 people, and managing assets valued at more than $20 billion. We only work with high net worth and ultra high net worth individuals, their families, and their multimillion and billion dollar enterprises. We are searching for a Senior Associate in Private Client Services to help lead the team as a result of our ongoing growth! **This role is remote and hybrid! Three days at work and two days at home)**

Bachelor's degree in finance, economics, or a similar discipline is required, as is 1-2+ years of experience working for a wealth management, investment banking, or registered investment advisory (RIA) company (Series 65 or 66 Highly Preferred). Long-term employment history is also required. We are giving a competitive pay ($80k - $90k+) along with full benefits (401k match, health, dental, and vision insurance, among others), generous paid time off (PTO), and paid holidays in exchange. Please apply right now or email [email protected] with a copy of your most recent resume!

What You Will Be Doing

- Assisting with the onboarding of new high-net-worth clients; 
- Collaborating closely with wealth advisors to prepare allocations and investments; 
- Maintaining open lines of contact with clients; 
- Handling inquiries; 
- Processing investment documentation

What You Need for this Position

Essential:
- Bachelor's degree in finance, economics, or a similar discipline 
- One to two years of experience working for a wealth management, investment banking, or registered investment advisory firm
- Series 65 or 66 Extremely Desired

What's In It for You

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

Benefits

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

So, if you are a Senior Associate - Private Client Services with experience, please apply today or email me directly at [email protected]

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

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