Private Wealth Associate
On-site · San Diego, California, United States
Job Summary
Partner with senior Advisors to build business and prepare sophisticated portfolio analytics. Serve as a primary point of contact for high-profile clients, ensuring a world-class service experience. Support account creation, maintenance, and complex wealth planning presentations. The firm offers Paid Professional Licensing sponsorship for SIE, Series 7, and Series 63, and an ADP-driven development path with mentorship, coaching, and a clear 3-year roadmap toward Leadership, Wealth Strategy, or Financial Advising.
Required Qualifications
- Bachelor’s degree
- 1–2 years of client service experience (financial services is a plus, but not required for high-potential candidates)
- Exceptional written and verbal communication skills; comfortable in a boardroom setting
- Adaptable; strong teamwork in fast-paced environment
- Sponsorship for SIE, Series 7, and Series 63 available through ADP
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