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PIMCO

Newport Beach,

Selby Jennings

Frankfurt am Main, Germany

State Street Corporation

Burlington,

State Street Corporation

Luxembourg, Luxembourg

S&P Global

Houston,

PIMCO

Newport Beach,

PIMCO

Newport Beach,

S&P Global

New York,

PER, Private Equity Recruitment

Abu Dhabi, United Arab Emirates

PIMCO

London, United Kingdom

PER, Private Equity Recruitment

London, United Kingdom

Goodman Masson

London, United Kingdom

PER, Private Equity Recruitment

London, United Kingdom

Credit Suisse

Horgen, Switzerland

State Street Corporation

California City,

Deutsche Bank

Cary,

Michael Page

Paris, France

State Street Corporation

Sydney, Australia

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Associate Wealth Advisor
Job Description This position will provide exceptional service to clients, referral partners, and prospective clients while also helping the firm grow and evolve. Primary Responsibilities Conduct client reviews on annual/semi-annual basis Review portfolios, make recommendations, address concerns and answer other investment related questions Address items such as: personal information updates, RMD’s, savings/distribution programs, account beneficiaries, financial goals and upcoming needs Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Help grow business from existing clients, referrals, and prospects


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