Private Wealth Associate - Crest Capital Advisors

Hightower • San Diego, CA

11d • $100,000 - $150,000 • Onsite

About The Position

Crest Capital Advisors, a member of the Hightower community, is based in San Diego, California. The firm provides full family office services to a select group of clients and has continued to expand its service offerings as clients’ needs have become more complex. The Private Wealth Associate provides high-touch client service and supports the administration of client financial accounts, money movement, and asset and liability management. This role is based in the office Monday through Friday and reports to the Managing Director.

Requirements

• At least 3 years of experience in financial services.
• At least 1 year of experience in customer service.
• Ability to work with clients in person and over the phone in a professional manner.
• Experience with Microsoft Office applications such as Word, Excel, and Outlook.
• Ability to acquire a working knowledge of the portfolio of accounts.
• High-level client service skills.
• Ability to work effectively in a team environment or independently.
• Series 7/66 or 63/65 required.
• Must have unrestricted U.S. work authorization and not require sponsorship now or in the future.

Nice To Haves

• BA/BS degree in business, finance, or a related field preferred.

Responsibilities

• Provide white-glove service to clients, including administration of financial accounts and associated money movement.
• Produce client balance sheets and meeting materials, and work with clients on money movement and asset and liability management.
• Prioritize and organize workflow and collaborate on the operation and administration of client accounts.
• Onboard new client accounts by collecting client information and required documentation.
• Establish new investment accounts, draft letters, and prepare client welcome packets.
• Respond to questions about accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers, and prior-day activity to ensure accuracy.
• Process client requests, including wires, checks, and journals.
• Assist clients with establishing online access to statements and confirm access.
• Maintain client files.

Benefits

• Annual base salary of $100,000–$150,000, based on qualifications and experience.
• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• Employer HSA contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed