15 Private Wealth Management Associate (334131) Jobs in Los Angeles, CA
IDR, Inc. is Hiring a Private Wealth Management Associate (334131) Near Los Angeles, CA
IDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today! Must be local to Los Angeles, CA!
Position Overview for the Private Wealth Management Associate:
- Interact with clients to support all aspects of their servicing needs related to the management of their relationship
- Work with team members to accomplish a common goal
- Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
- Interact and network with senior professionals throughout the firm to fuel career success
Required Experience for the Private Wealth Management Associate
- Bachelors' Degree
- 1-4 years' professional relevant experience post-college
- Client Services experience
- Highly analytical mindset
- Must be flexible, be adaptive, and be able to juggle multiple projects at once
- Prior leadership experience is a plus
- Series 7 or Series 63 license is highly preferred
What's in it for you?
- Opportunity to work in a diverse, collaborative, and connected culture
- Room for growth
- Be client facing from month one
- Much, much more!
Why IDR?
- 15 Years of Proven Industry Experience in 4 major markets
- Dedicated Engagement Manager who is committed to you and your success
- Medical, Dental, Vision, and Life Insurance
- Inavero's Best of Staffing® Client Award Winner for the Past 8 Years
- Seniority Level
- Entry level
- Industry
- Staffing and Recruiting
- Employment Type
- Full-time
- Job Functions
Job Summary
Full Time
$76k-113k (estimate)
06/13/2024
07/02/2024
idr-inc.com
ALPHARETTA, GA
50 - 100
1998
ERIC FRENCH
$10M - $50M
IT Outsourcing & Consulting
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About IDR, Inc.
IDR, Inc. is an award-winning, employee-owned staffing firm with headquarters in Alpharetta, GA and offices in the Nashville, Dallas, Fort Worth, Denver, and Birmingham markets. Founded in 1998, IDR has grown to serve businesses and professionals across industries including IT, healthcare, accounting and finance, government services, call center, and professional services. Recognized for our expertise and the high-touch approach of our Engagement Management Program, IDR continues to build rewarding partnerships with companies and consultants. Our best-in-class service has earned IDR ClearlyRat...eds Best of Staffing Client and Talent awards for eight years, in addition to awards from Staffing Industry Analysts and Best and Brightest Companies to Work For. With our commitment to empowering talent and developing leaders, IDR is your partner for staffing augmentation, contract-to-hire, statement of work, and direct hire services. Were passionate about what we do and how we do it, and we look forward to working with you.
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