Private Wealth Associate (early stage career)
A leading global investment firm is seeking highly motivated recent graduates and early-career professionals to join its Private Wealth Management team in a client-facing Associate role.
This is an excellent opportunity to launch a career in wealth management while working closely with senior Financial Advisors and high-net-worth clients.
Base Salary: $80,000 + bonus, commission, and full benefits
Responsibilities Include:
• Supporting Financial Advisors with portfolio analysis and client service
• Preparing materials for client and prospect meetings
• Assisting with account setup and ongoing client support
• Building relationships with high-net-worth clients
Qualifications:
• Bachelor’s degree required
• 1–2 years of professional or client service experience (internships count)
• Strong analytical and communication skills
• Proficiency in Microsoft Word and Excel
The firm provides a comprehensive training program and will sponsor licensing exams (SIE, Series 7, Series 63).
If you are interested in learning more about this confidential opportunity with a top-tier investment firm, please apply or message me directly.
Thank you,