Job Description

The Private Wealth Associate plays a key role on the relationship management team, serving high-net-worth and ultra-high-net-worth clients. This position focuses on providing top-tier investment portfolios by leveraging unique strategic resources and a strong professional network to achieve client success.

Responsibilities:

• Develop and maintain client balance sheets, conducting asset allocation analysis.
• Track investment performance, generating quarterly portfolio reports that ensure both accuracy and consistency.
• Gain in-depth knowledge of portfolio construction, asset classes, investment products, macroeconomics, client preferences, and effective communication.
• Provide ad hoc analysis to assist with clients' financial and estate planning needs.
• Participate in equity and options trading activities, taking on more investment execution responsibility over time.
• Collect, prepare, and organize client tax data and necessary documentation.
• Gain exposure to direct private investments, client interactions, and other critical family office functions.

Ideal Candidate Qualifications:

• At least 4 years of experience in financial services, private wealth, or a related field.
• Strong enthusiasm for investment management and client relationship management.
• A solid educational background, with a minimum of a bachelor's degree, and demonstrated cognitive ability.

What We Provide:

• Comprehensive health, dental, and vision insurance.
• Life and disability insurance coverage, as well as a variety of family and wellness benefits, including mental health support, fertility assistance, and backup child care.
• A 401(k) plan with matching contributions.
• Commuter benefits program.
• Stipends for wellness, cell phone, and Wi-Fi expenses.
• Assistance with pursuing professional designations and certifications, including tuition reimbursement and allocation for books and other educational materials.
• A generous referral bonus program for employee referrals.
• A smart-casual dress code.

Location: This role requires onsite work in the San Francisco office as part of the hybrid work model.