Wealth Advisor Associate
Wealth Advisor Associate
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$ 100000 - 110000
1 Vacancy
Job Description
Summaries:
The Wealth Advisor Associate will provide support to seasoned fourperson Wealth Advisor Team with over $1.5bn in assets under management. The Wealth Advisor Associate will serve as the primary point of contact for the operational and investment needs of client relationships.
Responsibilities:
Serve as regular point of contact for high net worth clients endowments foundations and family offices seeking solutions to complex issues including portfolio asset allocation and implementation retirement planning philanthropy and estate planning.
Provide worldclass client service and investment advice tailored to the unique investment objectives financial goals suitability and risk tolerance of each client.
Use broad understanding of the financial markets and the firms products to match appropriate solutions and services with each clients financial circumstances needs and objectives.
Responsible for building and strengthening client relationships with Neuberger Berman.
Establish credibility as a source of trustworthy advice by prioritizing the clients investment objectives.
Develop a consultative approach toward clients and prospects.
Seek opportunities to grow business by cultivating relationships with third party referral sources (e.g. accountants attorneys and other advisors).
Maximize firm resources in order to provide best in class service to clients
Qualifications:
Education: BA/BS required; MBA and/or CFA/CIMA/CFP preferred
Professional licenses: Series 7 and 66 required.
Industry experience: Minimum of 10 years within the wealth management industry.
Demonstrated experience handling complex financial planning.
Expertise in managing the financial needs of high net worth clients.
Ability to partner with clients other advisors (e.g. attorney accountant etc. while demonstrating proficiency in articulating the firms value added proposition.
Excellent interpersonal teamwork and communication skills.
Flexibility to travel.
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Compensation Details
The salary range for this role is $100000$110000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in California. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location performance shift travel requirements sales or revenuebased metrics any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
Employment Type
Full-Time
