Private Wealth Associate

Strategic View Advisors
Manhattan Beach, CA Remote Full Time
POSTED ON 1/8/2023 CLOSED ON 2/6/2023

Job Posting for Private Wealth Associate at Strategic View Advisors

Private Wealth Associate

Our goal is for our clients to Achieve Financial Peace of Mind™. How do we partner with them to make that possible? Through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage $500 million in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.

We are seeking collaborative, growth-oriented applicants for the role of Private Wealth Associate. This role is designed as an entry-level position that serves as the first step on a career path that includes opportunities in operations, financial planning, and financial advising.

Responsibilities:

  • Pass the Series 7, 63, and California Life and Health exams within 120 days of hire.
  • Communicate with clients to gather data necessary to prepare forms for account opening, money movement, beneficiary and title changes, and other operational activities.
  • Process advisor case notes and assign tasks to the appropriate team members.
  • Research client and advisor questions.
  • Manage relevant client information in our CRM database.
  • Work with clients and third-party firms to move funds into accounts on our platform.

Requirements:

  • College degree (any major – we provide all training).
  • Must be eligible for full-time employment in the US.
  • Able to work on-site in our Manhattan Beach office.

We look for applicants with the following qualities:

  • Strong self-starter. You are naturally innovative and resourceful and would enjoy working with a fast-paced team.
  • Continuously curious and focused on personal growth and development.
  • Excellent communication and client service skills.
  • Demonstrate high work ethics and integrity, with the ability to maintain absolute confidentiality.
  • Optimism, a “can-do” attitude, and willingness to help where needed in a dynamic environment.
  • Passionate, with an interest in comprehensive financial planning or wealth management.
  • Detail-oriented and able to manage multiple tasks, even during high volume work. After all, our work serves to help our clients Achieve Financial Peace of Mind™.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Manhattan Beach, CA 90266: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Manhattan Beach, CA 90266

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