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Associate, Wealth Management: 1+Years Experience w Excellent Growth! - JN -082020-47526

Goodwin Recruiting Los Angeles, CA
  • Posted: over a month ago
  • $55,000 to $60,000 Yearly
  • Full-Time
  • Benefits: 401k, dental, medical, vision
Job Description

An established and expanding wealth management firm with $5B AUM is looking for an ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT to make an immediate impact by supporting Advisory teams in all aspects of wealth management. 


The ideal ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team. 


ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT RESPONSIBILITIES:

  • Support Senior Advisors to Manage Full Lifecycle of Wealth Management
  • Manage On-Boarding Requirements for New Clients
  • Manage all Client Requests
  • Collaborate with Advisors on Marketing Strategy

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT REQUIREMENTS:

  • Successful Experience in Team Support and Client-Focused Service
  • Bachelor's Degree and 1+ Years of Experience
  • Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
  • Elite Communication Skills

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT SALARY & REQUIREMENTS:

  • Competitive Salary 
  • Excellent Benefits
  • Growth to Advisor Role

We/Our Client/Our Clients are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, We/Our Client/our clients do not discriminate against qualified applicants with arrest or conviction records.
Company Description
REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them.

DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match.

SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time.

See more information about open positions on our Goodwin Recruiting website:
https://jobs.goodwinrecruiting.com/

Goodwin Recruiting

REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them. DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match. SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time. See more information about open positions on our Goodwin Recruiting website: https://jobs.goodwinrecruiting.com/

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