CyberCoders
Location
Boulder, CO | United States
Job description
Job Title: Senior Associate - Private Client Services
Location : Boulder, CO, Boca Raton FL
Salary: $75k-95k +
Requirements: 1-2+ years exp with an Registered Investment Advisory, Wealth Management, or Investment Banking firm (Series 65 or 66 Highly preferred)
We are an established and rapidly growing Wealth Management and RIA firm seeking to add a Senior Private Client Services Associate to the team. We are based in Southern California and mid-sized with abut 250 employees and have over 15 Billion in AUM. We are also toped by Forbes and the Financial Times for our Wealth Management services.
Currently we are looking for our Denver/Boulder and Boca/South Florida offices. We also offer Hybrid-Remote flexibility, great benefits, and long-term growth. If interested apply, or send your resume to [email protected]
You will be working on our Private Client Services team and working closely with the Advisory team to help with all aspects of wealth management. This includes, communicating with clients, collecting financial information, coordinating investments, and more.
Required:
-At least 1-2 years exp. with a Registered Investment Advisory, Wealth Management, or Investment Banking firm
-Bachelors in Finance, Economics, or related field
Strongly Preferred:
Series 65 or 66 highly preferred
-Competitive Comp Package
-Top Ranked by Forbes
-Nationwide RIA firm with $15 Billion + AUM
Benefits-Competitive Salary ($75k-95k+) + Bonus
-401k Match
-Full Benefits (Medical, Dental, Vision)
-Generous PTO
-Opportunity for learning and development + Growth
Applicants must be authorized to work in the U.S.
Job tags
Salary
$75k - $95k
