Private Wealth Associate

Competitive Total Comp- base salary + 40% of all revenues generated

Locations- Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Philadelphia, San Diego, San Francisco, Seattle, Stamford, Tampa, Washington D.C, West Palm Beach

Our client is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in

22 countries, with more than 3,400 employees worldwide. They serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients' unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW.

Our client provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments  and foundations, and institutions to help them reach specific financial objectives. distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship. integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on deep research expertise across asset classes and various geographies.

Job Description

We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as a client facing role with a team of Financial Advisors for Private Wealth Management.  YOU MUST be located near a local office and have experience prospecting new clients. 

Training Program

The company will participate in a comprehensive and robust three-phase training program, spanning approximately three years. The Associate Development Program (ADP) will enable Associates to build a foundation of knowledge and develop skills needed to achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. 

Job Qualifications

The ideal candidate should have a bachelor's degree in business, finance or economics with excellence in academics and strong leadership experience. Candidates should either have two years of industry experience.