Ref ID: 00412-0010587998
Classification: Branch/Retail Banking
Compensation: $110,000.00 to $130,000.00 per year
For immediate and confidential consideration please email your resume to [Click Here to Email Your Resumé]. ?? This is an EXCEPTIONAL opportunity to join one of the fastest growing RIAs in the country, growing assets under management from $3 billion to over $15 billion in less than 6 years! Today, Typical clients include entrepreneurs, corporate executives, and partners in Venture Capital, Private Equity, real estate, and law. Minimum account size is $10 million.? The team is about 20 individuals, including the two lead Wealth Managers and 19 supporting team members. The Senior Associate will work closely with a Director and a Vice President, as well as both Wealth Managers, to support our team?s client relationships. The team members are a really terrific group people, all passionate about their work and building up this practice and are a ton of fun to work with! ** Support Wealth Managers by providing service and support functions such as portfolio analysis, trade execution, money movement, account maintenance, and client/prospect meeting preparation ** Provide exceptional service and devise customized financial strategies for existing and prospective clients ** Actively participate in client meetings and calls with the Wealth Managers and Vice Presidents ** Provide investment advice to clients ** Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials ** Construct client performance and asset allocation reports along with recommended portfolio changes Work hard / Play hard type of environment. They do team outings, intramural sports (if you want), annual team trips, and more! Very collaborative work environment and plenty of learning opportunities.