Private Wealth Associate

Job Description

The Role

Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team.

This isn't a "back-office" support role. You will be a Strategic Partner to senior Financial Advisors, directly impacting the wealth and legacy planning of ultra-high-net-worth families. If you are looking for a platform that treats your professional development as a capital investment, this is it.

The "ADP" Advantage: A Masterclass in Wealth Management

Our client is renowned for its Associate Development Program (ADP). They don’t just hire for where you are; they hire for where you are going.

• Paid Professional Licensing : Full sponsorship for SIE, Series 7, and Series 63.
• Bespoke Training : Advanced curriculum covering proprietary investments, trust & estates, and capital market positioning.
• Mentorship & Coaching : Direct access to industry leaders and one-on-one executive coaching.
• Defined Growth : A clear 3-year roadmap leading to roles in Leadership, Wealth Strategy, or Financial Advising.

What You’ll Do

• Partner with the Best : Collaborate with senior Advisors to build business and prepare sophisticated portfolio analytics.
• Client Interface : Serve as a primary point of contact for high-profile clients, ensuring a "world-class" service experience.
• Strategy & Execution : Support