CyberCoders
Location
Brea, CA | United States
Job description
Job Title: Senior Associate - Private Client Services Location: ,Brea CA - 3 days in office/ 2 from home Salary: $80k - $90k 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 2020 employing a small close-knit team 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 Benefits Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Delano Williams 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
Job tags
Salary
$80k - $100k
