Harrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in San Diego.
Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate Will:
Our client offers a robust and comprehensive training program for all Associates. After years of heavy financial investment and input from industry leaders, this Program is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Program Include:
Associates have a myriad of opportunities to continue their career as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. They take all of their Associates' development seriously, and they focus on understanding each individual’s strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), they celebrate the opportunity to advance team members on to other exciting opportunities within the company.
Our Client is Seeking:
Desired Qualifications: