Wealth Management Associate
Gray Private Wealth
About Our Firm:
Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.
We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.
Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations
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Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele
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Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect’s unique objectives and considerations
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Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects
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Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing
Desired Qualifications:
The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:
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Strong academic achievements with a bachelor’s degree
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At least 3-5 years of experience in the financial services industry
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Clear and effective written and verbal communication skills
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Ability to think creatively and strategically
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Strong organizational skills and attention to detail
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Ability to multi-task and prioritize competing demands in a fast-paced environment
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Strong presence, with ability to interact with senior leadership
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Ability to develop and maintain a strong client relationship
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Proficiency in Microsoft Office suite
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Strong proficiency in Excel
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Desire to pursue CFA/CFP designation, not required but helpful
