Wealth Management Associate Full-Time Job

Business Name: 
Bank Wealth Management Firm
Industry: 
Financial Services
Type of Position: 
Full-Time Job
Grade Level: 
Undergraduates
Graduate
Location: 
Palo Alto
Days/Hours per Week: 
40 Hours per week
Pay Range: 
$65-$72K + Disc. Bonus (~10K)
Benefits: 

Details to come...

Duration of Position: 

Permanent Placement

Position Description: 

• Will work closely with managers and VP’s to manage important elements of the client relationship.

• Will support the Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation

• Collaborate with team members to provide exceptional service as well as assist in the creation of customized financial strategies for existing and prospective clients

Position Responsibilities: 

• Will work closely with managers and VP’s to manage important elements of the client relationship.

• Will support the Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation

• Collaborate with team members to provide exceptional service as well as assist in the creation of customized financial strategies for existing and prospective clients

Required Qualifications: 

• 0-2 years of related experience 

• A degree from a reputable university ideally in a related field of study. (Please provide GPA)

• Hungry, Motivated, & Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.

• Takes ownership of their work and enjoys working collaboratively towards a common goal. 

• Great communicator!

Preferred Qualifications: 

• 0-2 years of related experience 

• A degree from a reputable university ideally in a related field of study. (Please provide GPA)

• Hungry, Motivated, & Humble. Highly organized with attention to detail. Willing and able to roll up your sleeves and GROW the business.

• Takes ownership of their work and enjoys working collaboratively towards a common goal. 

• Great communicator!

How to Apply: 

For immediate consideration, please email your resume to arturo.ramirez@roberthalf.com.

Application Deadline: 
ASAP