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Private Wealth Management Associate

Company: IDR, Inc.
Location: San Francisco
Posted on: January 16, 2022

Job Description:

IDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today!
Position Overview for the Private Wealth Management Associate:

  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Work with team members to accomplish a common goal
  • 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
  • Interact and network with senior professionals throughout the firm to fuel career success
    Required Experience for the Private Wealth Management Associate:
    • Bachelors' Degree
    • 1-4 years' professional relevant experience post-college
    • Highly analytical mindset
    • Must be flexible, be adaptive, and be able to juggle multiple projects at once
    • Client experience is a plus
    • Prior leadership experience is a plus
    • Series 7 or Series 63 license is highly preferred
      What's in it for you?
      • Opportunity to work in a diverse, collaborative, and connected culture
      • Room for growth
      • Be client facing from month one
      • Much, much more!
        Why IDR?
        • 15+ Years of Proven Industry Experience in 4 major markets
        • Dedicated Engagement Manager who is committed to you and your success
        • Medical, Dental, Vision, and Life Insurance
        • Inavero's Best of Staffing-- Client Award Winner for the Past 8 Years

Keywords: IDR, Inc., San Francisco , Private Wealth Management Associate, Executive , San Francisco, California

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