Private Wealth Associate
Company: SquarePeg
Location: Los Angeles
Posted on: February 23, 2021
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Job Description:
Interested in building a career at a top global Asset Management
firm? SquarePeg is working with one of the premier financial
services firms to find associates for their Private Wealth
Management team in Los Angeles. Previous experience in wealth
management is not required, they have a 3 month training program
where you can learn everything you need to excel in the position!
This position will be opening up in the next 1-2 months.
Below is the description, please hit "Get Started" and submit your
resume to proceed (we will be in touch immediately via email with
more information) or email jobs[at]squarepeghires.com with the
subject line "Private Wealth" to speak to a recruiter
Responsibilities
We are looking for a Private Wealth Associate to work in a client
facing role with a team of Financial Advisors for the Private
Wealth Management team. This role will require candidates to build
upon their current skill set and will provide unparalleled
immersion into all aspects of the wealth management industry. This
is an exciting and challenging opportunity to partner with
Financial Advisors to provide all aspects of client servicing
including asset allocation advice, portfolio analytics, Trust &
Estate Planning, Retirement Planning, and Core/Discretionary
Planning for high net worth clients and prospects. A Private Wealth
Associate will:
Partner with Financial Advisors to build their business and provide
service and support functions such as portfolio analysis, account
creation and maintenance, and client/prospect meeting
preparation
Private Wealth Associates will participate in a comprehensive and
robust three-phase training program, spanning approximately three
years. The Associate Development Program (ADP) will enable
Associates to build a foundation of knowledge and develop skills
needed to achieve client service excellence and fuel success as a
financial professional. Curriculum will be delivered both in a
formal classroom and on the job setting. Content can include:
Keywords: SquarePeg, Los Angeles , Private Wealth Associate, Other , Los Angeles, California
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here to apply!
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