Financial Advisor
Company: Harrison Gray Search and Consulting
Location: Deerfield
Posted on: May 17, 2022
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Job Description:
Harrison Gray Search -has partnered with an elite Wealth
Management Practice seeking a -Private Wealth Associate.
This role will require candidates to build upon their current skill
set and will provide unparalleled immersion into all aspects of the
wealth management industry. This is an exciting and challenging
opportunity to partner with Financial Advisors to provide all
aspects of client servicing including asset allocation advice,
portfolio analytics, Trust & Estate planning, retirement planning,
and core/discretionary planning for high net worth clients and
prospects.
APrivate Wealth Associatewill: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.Partner with team members to
accomplish a common goal of providing exceptional service.Interact
with clients to support all aspects of their servicing needs
related to the management of their relationship.Interact and
network with senior professionals throughout the firm to fuel
career success.
Private Wealth Associates will participate in a comprehensive and
robust training program. The Associate Development Program (ADP)
will enable Associates to build a foundation of investment
knowledge and develop quantitative and qualitative skills needed to
achieve client service excellence and fuel success as an investment
professional. Curriculum will be delivered in various mediums such
as interactive virtual sessions, group collaboration, and
on-the-job individual training. Content will include:In-depth
industry training, as well as on proprietary investments, services,
policies and procedures.Advanced training on trusts & estates,
wealth planning analytics, investment management philosophies, and
financial management strategies.A focus on client service
excellence, partnership and sales training in order to strengthen
the client experience.Behavioral training geared toward the
development of communication, leadership, and other professional
skills.Career management, one-on-one coaching, and specialized
skills training to achieve success beyond the Associate role.
Job Qualifications
The ideal candidate should have a bachelor's degree with excellence
in academics and strong leadership experience. Candidates should
either have two years of experience or be a recent college graduate
with relevant internships.
Desired Qualifications
We are looking for accomplished team players who seek a rigorous
and challenging environment for their career development.
Candidates should be client-focused and detail-oriented with a
strong ability to multi-task and work under pressure in a
fast-paced atmosphere. They should also possess strong analytical
and communication skills (both written and verbal) and an ability
to build internal and external relationships. Proficiency in Word
and Excel are required.
Two years of client service experience. Our client will sponsor
required series exams, including SIE, Series 7, and Series 63, but
candidates with licenses preferred.
Equal Employment Opportunity Employer
People of color, women, and LGBTQ people are encouraged to apply.AB
does not discriminate against any employee or applicant for
employment on the basis of race, color, religion, creed, ancestry,
national origin, sex, age, disability, marital status, citizenship
status, sexual orientation. Gender identity, military or veteran
status or any other basis that is prohibited by applicable law.
AB's policies, as well as practices, seek to ensure that employment
opportunities are available to all employees and applicants, based
solely on job-related criteria.
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Keywords: Harrison Gray Search and Consulting, Arlington Heights , Financial Advisor, Accounting, Auditing , Deerfield, Illinois
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