Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Financial Associate – Global Wealth Management Firm

Career Group

Financial Associate – Global Wealth Management Firm

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Our client, a leading Wealth Management Firm, is seeking a dedicated and professional individual with a strong interest in financial wealth management to join their vibrant office in Los Angeles.

     

    The Associate plays an integral role in this collaborative team, working closely with a high performing group of Advisors and acting as a direct liaison to clients. You will be challenged daily as you accommodate client requests, create reports, and engage in thorough research. You will also communicate with your colleagues and work efficiently as you engage in asset allocation advising, portfolio analysis, retirement planning, and discretionary planning for high net worth clients. You will also be responsible for a variety of research and training, and will be in charge of handling reporting, correspondence, and working cross-functionally.  All Associates will participate in a comprehensive training program that enables further development and success.  

     

    The ideal candidate for this position is self-motivated, enjoys working in a team, and is a skilled communicator. This company offers exciting growth opportunities for advancement, a positive work culture, and excellent benefits!

     

    REQUIREMENTS:

    • At least 1+ years of post-grad experience in a corporate financial office; financial services experience preferred
    • Bachelor’s degree in finance, accounting, or economics
    • Proficiency in Microsoft Excel and Word
    • Excellent interpersonal skills
    • ASSOCIATES WILL BE REQUIRED TO OBTAIN THEIR SERIES 7 AND 63 LICENSES.

     

    If you are a hardworking, dedicated individual looking to dive into this dynamic role, please submit your resume to apply!

     

    YOU CAN USE WWW.WORKGRADES.COM TO COLLECT AND MANAGE YOUR REFERENCES FOR FREE AND SHARE THEM WITH US OR ANYONE ELSE YOU CHOOSE. CANDIDATES WITH REFERENCES ARE ALWAYS PREFERRED BY OUR CLIENTS. NOW IS THE MOST IMPORTANT TIME TO STAND OUT FROM THE CROWD.

     

    We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

     

    We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

    Company Description

    Career Group has a strong commitment to our talent and we pride ourselves on making placements within the very best companies across all industries. For nearly four decades our approach to our work has been unparalleled by any other recruiting practice. We are proud to be industry leaders, creating deep rooted relationships and using a curated approach to make the perfect match. Experience the difference – connect with us today.