Associate, Private Client Services: Wealth Management

Los Angeles, CA 90067

Company Industry: Finance & Accounting Job Number: JN -062019-37085 Salary: $55,000 - $60,000 Experience Level: Salaried Associates and Specialists Job Function: Finance and Accounting
An established and expanding wealth management firm with $4b AUM is looking for an ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT to make an immediate impact by supporting Advisory teams in all aspects of wealth management.

The ideal ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT will bring a demonstrated record of multi-tasking projects in a fast-paced environment and the customer-focused attitude to contribute to more than one team.

ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT RESPONSIBILITIES:
  • Support Sr. Advisors to Manage Full Lifecycle of Wealth Management
  • Manage On-Boarding Requirements for New Clients
  • Manage all Client Requests
  • Collaborate with Advisors on Marketing Strategy
ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT REQUIREMENTS:
  • Successful Experience in Team Support and Client-Focused Service
  • Bachelors Degree and 1+ Years of Experience
  • Entrepreneurial Attitude, Drive, & Grit to Expand Company Success
  • Elite Communication Skills
ASSOCIATE, PRIVATE CLIENT SERVICES: WEALTH MANAGEMENT SALARY & REQUIREMENTS:
  • Competitive Salary
  • Excellent Benefits
  • Growth to Advisor Role

The employer will consider qualified candidates with criminal histories in a manner consistent with the law.
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

John Broker
Recruiter

I enjoy working with candidates and clients to help match people to the culture and professional opportunities that will guarantee success. 

  • John Broker joined Goodwin Recruiting in May 2018. 
  • John is from New Haven, Connecticut. He attended Marist College where he received a BS in Political Science. 
  • John has been a recruiter for 6 years, starting in the hedge fund and private equity space. John also has manufacturing, engineering, healthcare, and leadership experience.  
  • He brings a broad base of experience in urban planning, organizational consulting, international sports, sports marketing, and media.  
  • In his spare time, John is a high school rugby coach and sports broadcaster.
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