Associate Private Wealth Advisor
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. The Associate Private Wealth Advisor will manage day-to-day operational tasks, oversee client meeting preparations, conduct research, and ensure effective client follow-up for service and new business matters.
Responsibilities
- Maintain regular communication with clients to provide updates, address concerns, and ensure satisfaction
- Assist with scheduling, document management, and coordination of client-related activities
- Act as a point of contact for client inquiries, escalating issues to the appropriate teams when necessary
- Conduct research on industry trends, client needs, competitors, and best practices to support business decisions
- Maintain accurate records of client interactions, transactions, and service requests in the CRM system
- Collaborate with internal departments (e.g., sales, customer service, and operations) to ensure seamless client experiences
- Identify areas for improving efficiency and customer satisfaction within support operations
- Generate and analyze reports on client interactions, feedback, and service trends to inform decision-making
- Anticipate client needs and provide strategic recommendations to support their long-term planning and decision-making
Skills
- Experience in a Financial Services/Sales; High-Touch Customer Service; or Analytical/Technical Roles
- Strong organizational and time-management skills
- Excellent verbal and written communication abilities. Ability to articulate complex information clearly and concisely
- Proficiency in CRM software, Microsoft Office Suite, and research tools
- Ability to multitask and prioritize in a fast-paced environment
- Strong analytical and problem-solving skills
- A proactive and customer-first approach
- Must be able to pass a basic background screening for the securities industry
- Securities Industry Essentials (SIE) certification required
- Series 6 and Series 63, 65 or 66 certifications required
- Willingness to travel along with partnered Private Wealth Advisor
- Series 7 certification
- Life, Accident, and Health Insurance certification
Benefits
- Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services.
- Comprehensive benefits package, including health insurance and retirement plans.
- Profit sharing 401(k) opportunities.
- Commitment to professional development and growth opportunities.
- Opportunities for community/volunteer service and company matches of donations.
- Hybrid remote policy.
Company Overview