Wealth Management Associate

Company: Uloop, Inc
Location: San Francisco
Posted on: February 25, 2021

Job Description:

Harrison Gray Search & Consulting - San Francisco, CA We are looking for an Associate to work in a client-facing role with a team of Financial Advisors for a client of ours in San Francisco. This role will require candidates to build upon their current skillset and will provide an unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity for Associates to partner with Financial Advisors to provide all aspects of client services including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects. Additionally, the 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 (directly and indirectly) to support all aspects of their servicing needs related to the management of their relationship Interact and network with senior professionals throughout the firm to fuel career success 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. will be delivered both in a formal classroom and the job setting. Content can include:
Job Qualifications 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 strong 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 are required. Our client will sponsor the required series 7 and 63 licenses.
In-depth industry training, as well as on proprietary investments, services, policies 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 in order to strengthen the client experience Behavioral training geared toward of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Related San Francisco, California Job Listings SF Plants is hiring!!!!We are an established retail plant nursery and floral design shop located in the...--more Touch of Modern is the only online shopping destination that men visit daily. We earn this...--more ALLIED Consulting and Security Services is looking to hire Security Officers with a Valid California...--more Painted Ladies Tour Company General Manager Check out our website here!Check out our...--more You were born to be the boss. We know. You get up in the morning and you make sure everyone...--more

Keywords: Uloop, Inc, San Francisco , Wealth Management Associate, Executive , San Francisco, California