ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. and Europe. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
The Associate Advisor will be instrumental in partnering with UHNW Clients and will work closely with the Client Advisory and Investment teams. The Associate will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized stakeholders within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, client presentations and analytical support and help to ensure consistency across all client relationships and offices.
Associate Advisor Requirements- To qualify, you should have the following:
reporting, data/transaction aggregation, data analytics, CRM.
Associate Advisor Rewards- If you qualify for this opportunity, the Firm offers the below:
Associate Advisor Responsibilities- The duties for the role are as follows:
How to Apply:
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We are looking for sharp up-and-coming wealth advisors- whose name comes to mind?