Private Wealth Associate- Various Locations- (#AB) (2)
Intelligent StaffingCape Coral, Florida, United States
Posted March 14, 2025
150000 - 175000 USD year
Full Time
About the Company
Our client is a leading global investment-management and research firm with more than $500 billion in assets under management.
Job Description
Our client is a leading global investment-management and research firm seeking 17 Private Wealth Associates to work in various locations throughout the US. The role involves partnering with Financial Advisors to provide client servicing, asset allocation advice, and portfolio analytics.
Requirements
- Bachelor's degree in business, finance, or economics
- 2 years of industry experience
- Strong leadership experience
- Excellent academics
- Client-focused and detail-oriented
- Ability to multi-task and work under pressure
- Strong analytical and communication skills
- Proficiency in Word and Excel
Benefits
- Comprehensive training program
- Career management and one-on-one coaching
- Specialized skills training
- Opportunity for career development in a challenging environment
