Innovations PSI · 1 week ago
Wealth Management Associate
San Francisco, CA
Full-time
Onsite
Entry Level
$80K/yr - $100K/yr
1+ years expInnovations PSI is seeking a highly motivated Wealth Management Associate to join their team. This role offers a unique opportunity for someone early in their career to gain hands-on experience in private wealth management while supporting senior team members with various operational tasks and client interactions.
Human ResourcesProfessional ServicesRecruitingStaffing Agency
No H1B
Responsibilities
Support senior team members and Partners with core operational tasks, including money movement (wires, journals), account creation, maintenance, and transfers, portfolio performance tracking and reporting, database and CRM management, and ad hoc project coordination and process improvements
Serve as a point of contact for clients regarding transactions and account procedures
Participate in educational sessions and mentorship opportunities with senior professionals to deepen knowledge of financial markets and client service
Qualification
Required
1–2+ years of relevant work or internship experience (wealth management, financial services, or related field preferred)
Demonstrated curiosity about financial markets and investment advisory services
Exceptional organizational skills and strong attention to detail
Clear and confident written and verbal communication skills
Critical thinking abilities and a proactive mindset
Comfortable operating in a high-volume, fast-paced environment
Relationship-oriented with strong interpersonal skills
Bachelor's degree required
Preferred
Experience with Salesforce is a plus
Willingness to grow with the role
Company
Innovations PSI
Innovations is a leading West Coast Recruiting firm.
2-10 employees
Funding
Current Stage
Early StageRecent News
2022-06-12
2022-04-01
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