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Senior Associate - Private Client Services (Hybrid)


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]

What You Will Be Doing

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.

What You Need for this Position

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

Why Work For Us

-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.

Preferred Skills

PCs

Senior Associate

Private Client services


Job tags

Full timeRemote job


Salary

$75k - $95k

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