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:
Requirements:
We look for applicants with the following qualities:
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
Physical setting:
Schedule:
Supplemental pay types:
Ability to commute/relocate:
Work Location: Hybrid remote in Manhattan Beach, CA 90266
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