Investment Associate

Immediately
New Planner Recruiting, LLC
Paulina Walters
. San Francisco Bay Area, CA
pwalters@newplannerrecruiting.com
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What we are offering:

We are a boutique wealth management firm in Burlingame, CA that provides in house investment management for high net-worth individuals, families, and institutions. With $700 million in AUM and a nine-person staff, we are in the midst of a multi-year growth plan and seeking to hire an Investment Associate to join the team.

The Investment Associate’s primary role will be to work directly with the director of wealth management to provide an outstanding client experience. In addition to client service responsibilities, the associate will support marketing and business development related activities. Ensemble has recently implemented a new CRM and workflow management system (Tamarac CRM) and the associate will play an important role in helping the company fully deploy the software’s capabilities. The role requires someone who is effective in a client facing role while also efficiently managing internal processes.


What you will get to do:

· Engage in client facing activities such as responding to inbound client requests, attending client and prospect meeting, and interfacing with our clients’ other professional advisors

· Support the firm’s wealth managers to prepare for meetings, craft financial plans, and maintain client records

· Work with the operations group to prepare account opening paperwork, transfer money, new client onboarding, etc.

· Manage communication between the client service group and the firm’s operations and portfolio management groups

· Maintain and update marketing material and assist with the execution of marketing campaigns; support the production of client and prospect events

What we seek in a candidate:

· Bachelor’s Degree from an accredited university

· 3+ years of client service experience at an RIA, wealth management firm or similar financial services company

· Have obtained or are currently pursuing the CFA® designation or the CFP® designations, preferred

· Strong process focused, and detail oriented with excellent organizational skills

· Significant familiarity of financial account types (IRAs, trusts, foundations, etc), wealth management activities (wire transfers, investment policy statements, etc), and investment knowledge of stocks, bonds, mutual funds, etc.

Position perks:

· Competitive annual salary

· Health, dental, and vision insurance

· 401k with company match program

· Opportunities for mentorship

We foster a work environment that encourages an entrepreneurial and performance driven culture, while supporting employees and their families in managing work-life balance. The position offers a competitive compensation package with material bonus opportunity and provides an excellent benefits package.