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Financial Advisor

Company: Harrison Gray Search and Consulting
Location: Moraga
Posted on: September 24, 2022

Job Description:

We are looking for a Private Wealth Associate to work in a client-facing role with a team of Financial Advisors for our client. This role will require candidates to build upon their current skill set and provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to deliver all aspects of client services, 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. --- Partner with team members to accomplish a common goal of providing exceptional service. --- Interact with clients to support all aspects of their servicing needs related to their relationship management. --- Interact and network with senior professionals throughout the firm to fuel career success.
Content Will Include
Private Wealth Associates will participate in a comprehensive and robust training program. The Associate Development Program (ADP) will enable Associates to build a foundation of investment knowledge and develop quantitative and qualitative skills needed to achieve client service excellence and fuel success as investment professionals. The curriculum will be delivered in various mediums, such as interactive virtual sessions, group collaboration, and individual on-the-job training. --- In-depth industry training, as well as on proprietary investments, services, policies, and procedures. --- Advanced training on trusts & estates, wealth planning analytics, investment management philosophies, and financial management strategies. --- A focus on client service excellence, partnership, and sales training to strengthen the client experience. --- Behavioral training geared toward developing communication, leadership, and other professional skills. --- Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role.
Job Qualifications
The ideal candidate should have a bachelor's degree with excellence in academics and strong leadership experience. Candidates should either have two years of experience or be recent college graduates with relevant internships.
We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented, with a solid ability to multi-task and work under pressure in a fast-paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel is required.
Desired Qualifications
Client service experience. Our clients will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are preferred.


Keywords: Harrison Gray Search and Consulting, San Francisco , Financial Advisor, Accounting, Auditing , Moraga, California

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