Top 422 Boutique wealth management firm Jobs

Client Associate
Confidential —Westlake Village, CA
- $28 - $40 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- 401(k)
- Paid time off
Quick Apply
Relationship Associate (Wealth Management)
Franklin Templeton Investments —Atlanta, GA
- $71,400 - $84,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
- $75,000 - $95,000 a year
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York
Goldman Sachs —New York, NY
- $100,000 - $170,000 a year
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Tax Manager
Fairman Financial —Wayne, PA
- Full-time
- CPA
- Research
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
Tax Associate
Fairman Financial —Wayne, PA
- Seasonal
- Hybrid work
- Research
- Mid-level
- Continuous improvement
- Health savings account
- Health insurance
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Tax Principal
Prescott Tax and Wealth Management —San Juan Capistrano, CA
- $225,000 - $275,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Pass drug screening
- Profit sharing
- Continuing education credits
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Wealth Management Advisor
Vista Wealth Solutions —Radnor, PA
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Analysis skills
- Disability insurance
- Health insurance
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Wealth Manager
STANSBERRY ASSET MANAGEMENT, LLC —Westlake, TX
- Full-time
- Bachelor of Science
- Office
- 3 years
Quick Apply
11d
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Lead Advisor
Infinity Wealth Group —Chesterfield, MO
- $160,000 - $496,000 a year
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
Innovative Outsourcing —Alpharetta, GA
- $130,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Tax Accountant - Law Firm
Orion Placement —Salt Lake City, UT
- $85,000 - $125,000 a year
- Full-time
- CPA
- Mid-level
- Analysis skills
- Dental insurance
- Vision insurance
Quick Apply
Senior Tax Accountant - Law Firm
Orion Placement —Salt Lake City, UT
- $145,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Analysis skills
- Dental insurance
- Vision insurance
Quick Apply
8d
Associate Attorney
Beress & Zalkind PLLC —Brooklyn, NY
- $86,266.44 - $120,000.00 a year
- Email
- Hybrid work
- Management
- Writing skills
- Business development
- Health insurance
- 401(k)
Quick Apply
Estate Planning Paralegal
Stadig Johnson —Minnetonka, MN
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Free parking
- Health savings account
Quick Apply
Retirement Plan Advisor
Robert Half —Fort Worth, TX
- $70,000 - $95,000 a year
- Customer service
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
7d
Financial Planning Specialist
Claire Myers Consulting —Hudson, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
10d
Sales Representative Entry Level
The Zara Group - Northwestern Mutual —Chesterfield, MO
- $62,000 - $85,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d

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Client Associate

Confidential
Westlake Village, CA

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Job Details

Full-time
$28 - $40 an hour

Benefits

401(k)
Paid time off
Opportunities for advancement

Qualifications

Microsoft Excel
Series 66
Microsoft Office
Series 7
Customer relationship management
Organizational skills
Account management

Full Job Description

Job Position: Client Associate

Position type: Full-Time

Location: Westlake Village, CA

A boutique firm providing multigenerational private wealth management and planning services. These include providing affluent and ultra high-net worth clients with assistance in planning for college expenses, retirement, the tax-efficient transfer of wealth, income generation, risk avoidance and building wealth.

We are seeking a Client Associate (“CA”) to support our growing organization. The CA will interact with and service the needs of our clients with the aim of making that experience feel exceptional. The CA will also deliver both administrative and operational support to the financial advisory team.

Responsibilities will include:

Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Qualifications:

Bachelor’s degree
Strong organizational skills a must; an ability to manage a variety of tasks and prioritize individual workload responsibilities.
An ability to adhere to strict confidentiality requirements as well as utilize good judgment in the preparation, handling and distribution of confidential information.
An ability to clearly, concisely and pleasantly convey messages to others in person, by phone or via written correspondence. This includes grammatical proficiency.
Attention to detail is a must.
Strong interpersonal skills.
Excellent computer skills and knowledge of Microsoft Office products; proficiency with Microsoft Excel is a plus.
Previous banking and/or wealth management experience is preferred.
A desire to positively impact the lives of the practice’s clientele and the practice itself.

Opportunities for Advancement:

Though not mandatory for this position, the firm believes in fostering an environment of professional development. CA’s who decide to obtain a Series 7 and/or 66 Securities License will be financially rewarded for building on their skillset.

Physical Job Requirements:

Requires sitting/standing/walking
Requires using hands to handle, control, or feel objects, tools or controls
Requires repetitive movement
Occasional lifting of up to 15 lbs.

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Pay: $28.00 - $40.00 per hour

Benefits:

401(k)
Paid time off

Compensation Package:

Performance bonus

People with a criminal record are encouraged to apply

Work Location: In person

Quick Apply

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