Wealth Management Associate

About the Role

We are partnered with a leading Private Wealth Management firm seeking a driven and versatile Private Wealth Associate to join their Los Angeles team. This individual will work directly alongside Wealth Advisors supporting high-net-worth and ultra-high-net-worth clients while gaining broad exposure to wealth planning, portfolio analysis, transactions, and client service. The role offers comprehensive training, direct client exposure, and a strong long-term path within wealth management.

What You’ll Do

• Partner directly with Wealth Advisors to support high-net-worth and ultra-high-net-worth clients
• Support wealth planning, portfolio analysis, investment recommendations, and account management
• Handle transactional and portfolio servicing needs, including cash flows, distributions, account maintenance, and client service requests
• Participate in client meetings and communicate directly with clients from day one
• Support multiple Wealth Advisors across a generalist workload, balancing planning, servicing, and administrative priorities
• Build strong relationships with clients, advisors, and internal partners while providing a high level of service
• Complete a comprehensive training program designed to build expertise across wealth management and client service
• Pursue the SIE, Series 7, and Series 63 licenses with firm-sponsored study materials, courses, and dedicated study time
• Develop toward long-term opportunities including Wealth Advisor, investment-focused roles, business analysis, sales, and leadership

What We’re Looking For

• Bachelor's degree
• 1–3 years of relevant experience in wealth management, financial services, private banking, or a related client-facing environment
• SIE, Series 7, and/or Series 63 strongly preferred; candidates who are actively pursuing licensing may also be considered
• Strong written and verbal communication skills with the ability to interact professionally with high-net-worth clients
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities
• Proactive, ambitious, and comfortable taking initiative in a fast-paced environment
• Strong analytical and problem-solving skills with an interest in wealth management and financial markets
• Ability to remain calm under pressure, prioritize and reprioritize effectively, and learn quickly