Competitive Total Comp- base salary + 40% of all revenues generated
Locations- Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Houston, Los Angeles, Miami, Minneapolis, Nashville, New York, Philadelphia, San Diego, San Francisco, Seattle, Stamford, Tampa, Washington D.C, West Palm Beach
Our client is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in
22 countries, with more than 3,400 employees worldwide. They serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients' unique needs.
With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors.
These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW.
Our client provides advanced planning strategies and a wide array of investment management services to high net worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
distinguished among major wealth managers by its single focus and the resulting alignment of interests and accountability this brings to each client relationship.
integrated approach allows the firm to tailor each client's portfolio, minimizing the effects of tax and volatility, with investment strategies that draw on deep research expertise across asset classes and various geographies.
Job Description
We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as a client facing role with a team of Financial Advisors for Private Wealth Management.
YOU MUST be located near a local office and have experience prospecting new clients.
Training Program
The company 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.
Job Qualifications
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.
Private Wealth Associate
We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as a client facing. Financial Advisors for Private Wealth Management. Associate Development Program (ADP) will enable Associates to build a. ...
Asset & Wealth Management, GS Ayco Private Family Office, Associate - West Palm Beach, FL
The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. ...
Private Wealth Associate
We are looking for 17 new Private Wealth Associates to work in various locations throughout the US and serve as a client facing. Financial Advisors for Private Wealth Management. Associate Development Program (ADP) will enable Associates to build a. ...
Asset & Wealth Management, Ayco Private Family Office, Associate - West Palm Beach, FL
The Goldman Sachs Private Family Office is designed to service the firm’s most strategic clients. Our rigorous apprenticeship model provides analysts and associates with the technical training and client experience to develop the needed skills and knowledge base to be an advisor. ...
Technical Services Data Analyst
A company is looking for a Technical Services Business Data Analyst to perform data analysis and support business intelligence efforts. ...
Claims Business Analyst II
Perform various analysis and interpretation to link business needs and objectives for assigned function. Support business initiatives through data analysis, identification of implementation barriers and user acceptance testing of new systems. Perform detailed analysis on assigned projects, recommend...
Business Analyst with QNXT
Job Title: Business Analyst with QNXT. We are seeking a Business Analyst with QNXT with extensive experience in healthcare payer operations, particularly in the areas of Enrollment, Claims, and Billing. Lead or participate in requirement elicitation and gathering sessions with stakeholders to captur...
Holistic Wealth Management Associate
Our entry level Financial Professional training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. That is why we offer so...
Client Services Associate
The Client Services Associate will handle client inquiries, provide customer support, and ensure excellent customer service. Activest Wealth Management LLC. This is a full-time hybrid role as a Client Services Associate based in the Miami-Fort Lauderdale Area. Client Communication: Serve as the prim...
Client Services Associate
We are seeking to hire an experienced and detail-oriented financial services client services associate. The Client Services Associate will play a pivotal role in servicing the needs of investors, wealth managers, financial advisors, RIAs and institutional clients. We are looking for a detail-oriente...