Interested in building a career at a top global Asset Management firm? SquarePeg is working with one of the premier financial services firms to find associates for their Private Wealth Management team in San Diego. Previous experience in wealth management is not required as they have a training program where you can learn everything you need to excel in the position! _This position will be opening up in the next 1-2 months. _
Below is the description, please hit "Get Started" and submit your resume to proceed (we will be in touch immediately via email with more information) or email jobs[at]squarepeghires.com with the subject line "Private Wealth" to speak to a recruiter_ _
We are looking for a Private Wealth Associate to work in a client facing role with a team of Financial Advisors for the Private Wealth Management team. This role will require candidates to build upon their current skill set and will provide unparalleled immersion into all aspects of the wealth management industry. This is an exciting and challenging opportunity to partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects.
A PRIVATE WEALTH ASSOCIATE WILL: Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
TRAINING PROGRAM Private Wealth Associates 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. Content can include:
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 or be a recent college graduate with relevant internships.
We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.
WE WILL SPONSOR REQUIRED SERIES 7 & 63 LICENSES.