Job description

IDR is looking for an eager Private Wealth Management Associate to join a well known client of ours 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. The position is based out of San Francisco, CA. If this sounds like the role for you, please apply today!

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 experience post-college
• Highly analytical mindset
• Must be flexible, be adaptive, and be able to juggle multiple projects at once
• Client facing experience is a plus
• Prior leadership experience is a plus
• Series 7 and 63 licenses are a huge plus

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?

• 20+ 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
• Clearly Rated's Best of Staffing® Client Award Winner for the Past 9 Years

Job Type: Full-time

Pay: $80,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• San Francisco, CA 94104: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have your Series 7 or 63 license?

Education:

• Bachelor's (Required)

Experience:

• Finance: 1 year (Preferred)

Work Location: Hybrid remote in San Francisco, CA 94104

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