Private Wealth Associate- Various Locations- (#AB) (2)

17 OPEN positions throughout the U.S.!

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 a book of potential business. Candidates MUST know the general region and area where the offices are located.

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
•Partner with team members to accomplish a common goal of providing exceptional service

•Interact with clients to support all aspects of their servicing needs related to the management of their relationship

•Interact and network with senior professionals throughout the firm to fuel career success