Top 34 Pcg client associate Jobs

Associate Private Wealth Advisor
Northwestern Mutual —Watertown, NY
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Analysis skills
- Profit sharing
- Disability insurance
Quick Apply
13d
Lead Infrastructure Engineer (Microsoft Cloud & Cybersecurity)
PCG Systems —Denver, CO
- $110,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Computer Science
- System design
- Paid holidays
- Health insurance
Quick Apply
2d
Private Client Group Support Associate
Bankwell Financial Group —New Canaan, CT
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
11d
Administrative Assistant to the Private Client Group
Dodge & Cox —San Francisco, CA
- $100,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Bachelor of Science
- Mid-level
- Retirement plan
Assistant Graphic Designer
Pendulum Creative Group —Portland, OR
- $4,200 - $4,300 a month
- Temporary
- Bilingual
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
4d
Technical Writer
Staffing Solutions Organization LLC —Augusta, ME
- $31 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Continuous improvement
- Paid holidays
- Dental insurance
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Case Management Associate 1
Public Consulting Group —Chula Vista, CA
- $22.50 - $26.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Health insurance
- Dental insurance
Case Management Associate 2
Public Consulting Group —Chula Vista, CA
- $28.36 - $34.85 an hour
- Full-time
- Microsoft Excel
- Experience working with individuals with disabilities
- Customer service
- Health insurance
- Dental insurance
Finance Associate Trainee
Sherwin-Williams —Cleveland, OH
- $56,743 - $70,367 a year
- Full-time
- 18 years or older
- Microsoft Excel
- Sales
6d
Private Client Group Operations Analyst
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Mid-level
- Office
- Finance
Classroom Assistant
Sonoma Community Action Network —Santa Rosa, CA
- $18.75 - $22.25 an hour
- Full-time
- Classroom
- Serving
- Spanish
- Paid holidays
- Disability insurance
Quick Apply
Associate Relationship Manager
Flagstar Bank —New York, NY
- $61,073.25 - $107,489.00 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
13d
Associate Systems Engineer (IT Support & Cybersecurity)
PCG Systems —Denver, CO
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Computer Science
- Paid holidays
- Health insurance
Quick Apply
2d
L1 TECHNICIAN
Portsmouth Computer Group —Portsmouth, NH
- Urgently hiring
- Computer Science
- Mid-level
- Windows
- Paid training
- Health insurance
Portfolio Compliance Implementation Associate / Wilmington, DE OR Atlanta, GA
BlackRock Investments —Wilmington, DE
- $90,000 - $120,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Finance Associate- Accounts Receivable
Sherwin-Williams —Phoenix, AZ
- $56,743 - $70,367 a year
- Full-time
- Microsoft Word
- 18 years or older
- Microsoft Excel
3d
Advisor Transition Specialist
HilltopSecurities —Dallas, TX
- Overtime
- Mid-level
- Office
- Administrative experience
Associate Director
Publicis Groupe Holdings B.V —New York, NY
- $119,925 - $137,943 a year
- Marketing
- Office
- Finance
Quick Apply
9h
Wealth Management Banker
Royal Bank of Canada —Madison, WI
- $99,000 - $176,000 a year
- Full-time
- 5 years
- Office
- Business development experience
- Disability insurance
- Health insurance
4d
Manager Performance & Reconciliation
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Office
- Finance
- Analysis skills

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Associate Private Wealth Advisor

Northwestern Mutual -
Watertown, NY

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Job Details

Full-time
$55,000 - $70,000 a year
13 days ago

Benefits

Profit sharing
Disability insurance
Health insurance
401(k)
Financial planning services
Life insurance

Qualifications

Customer communication
Series 6
Securities Industry Essentials
Life & Health Insurance License

Full Job Description

About Us:

GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture. We have been recognized by FORBES Best-In-State Wealth Advisors (2024 & 2025), Best-In-State Top Next-Gen Wealth Advisors (2024 & 2025) and Best-In State Wealth Management Team (2026). We currently have office locations throughout NY in Rochester, Phoenix, Watertown and Potsdam as well as an office in Longmont, CO.

GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.

GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.

Please learn more about us at https://www.growwealthpartners.com/.

Role Overview:

We are seeking a skilled, motivated, and experienced Associate Private Wealth Advisor to join our team. The successful candidate will be responsible for managing day-to-day operational tasks, including overseeing client meeting preparations, conducting research, and ensuring effective client follow-up for all service and new business matters. This role plays a key part in maintaining strong client relationships with the core clients of the enterprise, addressing inquiries, and providing administrative support and coordination with internal teams. The Support Advisor to the Private Wealth Advisor must have excellent communication skills, a proactive approach to problem-solving, and the ability to manage multiple priorities efficiently. Working under deadlines will be common and attention to detail is critical.

The Support Advisor to the Private Wealth Advisor is expected to work closely with ensemble partners, ensemble advisors, clients, and internal teams to ensure a high level of service and operational efficiency. This role requires professional excellence, adaptability, and the ability to anticipate client and business needs.

Key Responsibilities:
The essential functions include, but are not limited to the following:

Maintain regular communication with clients to provide updates, address concerns, and ensure satisfaction.
Assist with scheduling, document management, and coordination of client-related activities.
Act as a point of contact for client inquiries, escalating issues to the appropriate teams when necessary.
Conduct research on industry trends, client needs, competitors, and best practices to support business decisions.
Maintain accurate records of client interactions, transactions, and service requests in the CRM system.
Collaborate with internal departments (e.g., sales, customer service, and operations) to ensure seamless client experiences.
Identify areas for improving efficiency and customer satisfaction within support operations.
Generate and analyze reports on client interactions, feedback, and service trends to inform decision-making.
Anticipate client needs and provide strategic recommendations to support their long-term planning and decision-making.

Qualifications:

Experience in a Financial Services/Sales; High-Touch Customer Service; or Analytical/Technical Roles.
Strong organizational and time-management skills.
Excellent verbal and written communication abilities. Ability to articulate complex information clearly and concisely.
Proficiency in CRM software, Microsoft Office Suite, and research tools.
Ability to multitask and prioritize in a fast-paced environment.
Strong analytical and problem-solving skills.
A proactive and customer-first approach.
Must be able to pass a basic background screening for the securities industry.

Certification Requirements:

Securities Industry Essentials (SIE) certification required.
Series 6 and Series 63, 65 or 66 certifications required.
Willingness to travel along with partnered Private Wealth Advisor

Preferred Certification Requirements, but required post-employment:

Series 7 certification
Life, Accident, and Health Insurance certification

Why Join Us?

Opportunity to work with a dynamic and experienced team of professionals.
Opportunity to work for a firm that has been voted one of CNY's Best Places to Work for the last 3 years.
Competitive salary and potential performance-based bonuses.
Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services.
Comprehensive benefits package, including health insurance and retirement plans.
Profit sharing 401(k) opportunities.
Commitment to professional development and growth opportunities.
Opportunities for community/volunteer service and company matches of donations.
Hybrid remote policy.

Application Process:
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.

GROW Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $55,000.00 - $70,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

pcg client associate jobs

Associate Private Wealth Advisor

Lead Infrastructure Engineer (Microsoft Cloud & Cybersecurity)

Private Client Group Support Associate

Administrative Assistant to the Private Client Group

Assistant Graphic Designer

Technical Writer

Case Management Associate 1

Case Management Associate 2

Finance Associate Trainee

Private Client Group Operations Analyst

Classroom Assistant

Associate Relationship Manager

Associate Systems Engineer (IT Support & Cybersecurity)

L1 TECHNICIAN

Portfolio Compliance Implementation Associate / Wilmington, DE OR Atlanta, GA

Finance Associate- Accounts Receivable

Advisor Transition Specialist

Associate Director

Wealth Management Banker

Manager Performance & Reconciliation

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