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