Wealth Management Associate

About Our Firm Gray Private Wealth is an independent, privately‑owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high‑net‑worth clientele. We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client‑centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management. Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high‑net‑worth clientele Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect’s unique objectives and considerations Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow‑up, and management and oversight of ad‑hoc client tasks and projects Participation in firm operational initiatives and administrative activities related to reporting, trading, client‑service, communication, and marketing Desired Qualifications Strong academic achievements with a bachelor’s degree At least 3‑5 years of experience in the financial services industry Clear and effective written and verbal communication skills Ability to think creatively and strategically Strong organizational skills and attention to detail Ability to multi‑task and prioritize competing demands in a fast‑paced environment Strong presence, with ability to interact with senior leadership Ability to develop and maintain a strong client relationship Proficiency in Microsoft Office suite Strong proficiency in Excel Desire to pursue CFA/CFP designation, not required but helpful #J-18808-Ljbffr Gray, Gray & Gray