Job Description

Private Client/Wealth Management Associate - San Francisco

DIRECT HIRE FULL TIME- $65K PLUS ANNUAL BONUS, EXCELLENT HEALTH BENEFITS, 401K WITH MATCHING. Elite Placement Group is recruiting for a prominent Wealth Management firm that is searching for talented individuals to join their professional team of Financial Advisors.

Position Responsibilities:

• Support a team of Financial Advisors to provide all aspects of client servicing, including asset allocation advice, portfolio analytics, Trust & Estate Planning, and Retirement Planning for high net worth individuals
• Partner with a team of Financial Advisors to build their business, provide support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Communicate with clients to support all aspects of their servicing needs related to the management of their relationship

Position Qualifications:

• 1+ years’ experience working in the financial services industry preferably in a client focused/service role
• Bachelor's Degree in business, finance, economics or related studies
• Proven client focused experience in a fast paced and deadline driven environment
• Strong ability to multi-task with competing priorities
• Excellent analytical, written and verbal communication skills
• Innate ability to build and foster internal and external relationships

Company will sponsor Series 7 and Series 63. We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring.

Company Description

Elite Placement Group specializes in full-time and temporary placement of administrative support, executive assistants, legal assistants, paralegals, general office support, receptionists, and human resources. We offer full-time and temporary recruiting solutions to a wide variety of industries, including advertising, architectural, asset management, business management, commercial real estate, cpa/accounting, engineering, entertainment, executive search, fashion, foundations, investment banking, law firms, management consulting, media, non-profit organizations, property management, public relations, publishing, real estate investment trust, venture capital. Please submit resume in Word or PDF format. We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements for the State of California Fair Chance Initiative for Hiring.