Private Wealth Associate - The Lerner Group

Hightower Advisors•Boca Raton, FL

3d•Hybrid

About The Position

The Lerner Group uses decades of industry experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must be consonant. This approach strengthens communication, education and wealth planning decisions throughout all generations. We are looking for a successful Private Wealth Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful.

Requirements

BA/BS degree in finance or a related field
1 or more years of experience in a related field
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

Experience with relevant technologies including Fidelity's Wealthscape platform is preferred

Responsibilities

Set up new investment accounts – preparing customer welcome packets / new account documentation
Help establish online access for statements, confirms, proxy materials and other services
Process client requests (profile updates, wires, checks, journals, etc.)
Communicate with advisors from other practices to discuss and process RMD's correctly and accurately
Review previous day’s activity to ensure accuracy
Respond to questions regarding accounts, policies, and procedures
Prioritize and organize workflow, and prepare key documents for client meetings
Complete necessary filing and maintain client files
Offer administrative and office management support to the team