Wealth Management Associate

Wealth Management AssociateGray Private WealthAbout Our Firm:Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm's client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.Primary Responsibilities & Duties: Client Portfolio Management and Firm OperationsPlay a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientsSupport rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each clientprospect's unique objectives and considerationsDeliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projectsParticipation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketingDesired Qualifications:The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:Strong academic achievements with a bachelor's degreeAt least 3-5 years of experience in the financial services industryClear and effective written and verbal communication skillsAbility to think creatively and strategicallyStrong organizational skills and attention to detailAbility to multi-task and prioritize competing demands in a fast-paced environmentStrong presence, with ability to interact with senior leadershipAbility to develop and maintain a strong client relationshipProficiency in Microsoft Office suiteStrong proficiency in ExcelDesire to pursue CFACFP designation, not required but helpful

Created: 2025-02-22