This is an exciting and challenging opportunity to assist Financial Advisors in all aspects of client servicing including analyzing financial information to determine strategies for high net worth clients and prospects. The firm offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wealth.
Job Qualifications
A bachelors degree in business, finance or economics with excellence in academics and strong leadership experience
Two years of industry related experience
Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere.
Strong analytical and communication skills (both written and verbal)
Proficiency in Word and Excel are required
Accomplished team players who seek a rigorous and challenging environment for their career development
The firm will sponsor required series 7 & 63 licenses.
Specific responsibilities may include:
Providing Advisors with service and support functions such as portfolio analysis, account creation and maintenance, and client preparation
Engaging in all aspects of client servicing and ensuring accurate and timely completion of client requests
Analyzing financial information obtained from clients/prospects to determine strategies for achieving their investment objectives
Performing administrative tasks such as phone coverage, correspondence, database maintenance, filing, and financial reporting.
Interested candidates please send resume as an attached Word document.
Please note, when an offer is extended it is pending a background check. This includes: professional references, educational verifications, salary verification, employment dates verification, credit, criminal and drug.
|
It is ok to contact this poster with commercial interests.
Tags: PRIVATE CLIENT ASSOCIATE (West Los Angeles)
|
