The position is a professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to the firms growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
- Partner with sales professionals to onboard new clients
- Help bring in new assets through client referrals
- Educate clients on firms philosophy
- Align our portfolio strategy with clients’ goals
- Oversee clients onboarding process, including transfer of assets
- Collaborate with several teams to provide unparalleled service
- Introduce clients to their long-term relationship manager
3+ years experience working in financial services
Hold Series 65 license or required upon hire
Understanding of capital markets and investment products
Manage complexity in a high volume environment
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.