Wealth Management Associate

Wealth Management AssociateGray 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 OperationsPlay a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clienteleSupport 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 considerationsDeliver 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 projectsParticipation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketingDesired QualificationsStrong academic achievements with a bachelor's degreeAt least 3-5 years of experience in the financial services industryClear and effective written and verbal communication skillsAbility to think creatively and strategicallyStrong organizational skills and attention to detailAbility to multi-task and prioritize competing demands in a fast-paced environmentStrong presence, with ability to interact with senior leadershipAbility to develop and maintain a strong client relationshipProficiency in Microsoft Office suiteStrong proficiency in ExcelDesire to pursue CFA/CFP designation, not required but helpful