Job Description
Private Client Associate (2-5 yrs Exp) (West LA)
Our client is a premier investment management firm with over $10B in AUM advising high net worth and ultra-high net worth clients. As an industry leader, they put people first and pride themselves on selecting and developing high caliber talent. They are current seeking a Private Wealth Associate in their Los Angeles Office.
This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will:Components of the Training Program:
Associates have a myriad of opportunities to continue their career with the firm as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. The firm takes all of their Associates' development seriously, and they focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), they celebrate the opportunity to advance team members on to other exciting opportunities at the firm.
What They are Seeking:Desired Qualifications:
Company Description
We are a successful recruiting firm hired by our client to identify top talent throughout the country.
We are a successful recruiting firm hired by our client to identify top talent throughout the country.
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