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Ashton Thomas Private Wealth · 1 week ago

Private Wealth Client Associate

Tucson, AZ

Full-time

Onsite

Entry Level

1+ years exp

Ashton Thomas Private Wealth is a Registered Investment Advisor providing sophisticated investment management and comprehensive financial planning to high-net-worth individuals. They are seeking a Private Wealth Client Associate to deliver exceptional client service and support Financial Advisors in daily operations.

Financial Services

Responsibilities

Process non-trading client service requests and resolve inquiries with accuracy and follow through

Onboard new client accounts, including collecting and reviewing required documentation

Maintain accurate client records and ensure compliance with firm policies and procedures

Serve as a primary point of contact for clients, delivering prompt and professional service

Proactively educate clients on firm services, digital tools, and cash management solutions

Support Financial Advisors with day-to-day administrative and operational needs

Assist with client events and marketing initiatives in coordination with the Marketing team

Participate in training, education, and firm initiatives

Qualification

Wealth management experienceCustodian experienceAttention to detailOrganizational skillsCommunication skillsClient serviceWillingness to obtain Series 65Team orientedTime management

Required

1+ years of experience in wealth management, RIA, or financial advisory environment

Experience working with custodians such as Charles Schwab, Fidelity, or Pershing

Strong attention to detail, organizational skills, and time management

Exceptional client service and communication skills

Team oriented mindset with the ability to thrive in a fast-paced environment

Willingness to obtain the Series 65 license

Company

Ashton Thomas Private Wealth

Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business.

Founded in 2010

Scottsdale, Arizona, US

51-200 employees