Private Wealth Associate - Crest Capital Advisors

Hightower Advisors • San Diego, CA

1d • Onsite

About The Position

Crest Capital Advisors, a member of the Hightower community, is seeking a Private Wealth Associate for its San Diego, California office. Crest Capital provides full family office services to a select group of clients and their families. The associate will provide high-touch client service and support the administration of client financial accounts, money movement, and asset and liability management. This role requires strong communication, attention to detail, organization, time management, and the ability to work effectively in a fast-paced, evolving practice. The position reports to the Managing Director and is office-based Monday through Friday.

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, including 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 Series 63/65 required.

Nice To Haves

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

Responsibilities

• Provide white-glove service to clients and administer client financial accounts and associated money movement.
• Produce client balance sheets and meeting materials, and interface 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, including drafting letters and preparing customer welcome packets.
• Respond to questions about accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers, and previous-day activities for accuracy.
• Process client requests, including wires, checks, and journals.
• Assist clients with establishing online access for statements and confirm access.
• Maintain client files.

Benefits

• Medical, dental, and vision insurance coverage starting 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.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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