Wealth Management Associate Job at Innovations PSI, San Francisco, CA

bTVST1NITVZLb2RYZnhhajkvS1FaNG45SlE9PQ==
  • Innovations PSI
  • San Francisco, CA

Job Description

Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collaborative, and high-performing firm.

Responsibilities

  • Support senior team members and Partners with core operational tasks, including money movement (wires, journals), account creation, maintenance, and transfers, portfolio performance tracking and reporting, database and CRM management, and ad hoc project coordination and process improvements
  • Serve as a point of contact for clients regarding transactions and account procedures
  • Participate in educational sessions and mentorship opportunities with senior professionals to deepen knowledge of financial markets and client service

Qualifications

  • 1–2+ years of relevant work or internship experience (wealth management, financial services, or related field preferred)
  • Demonstrated curiosity about financial markets and investment advisory services
  • Exceptional organizational skills and strong attention to detail
  • Clear and confident written and verbal communication skills
  • Critical thinking abilities and a proactive mindset
  • Comfortable operating in a high-volume, fast-paced environment
  • Relationship-oriented with strong interpersonal skills
  • Experience with Salesforce is a plus
  • Willingness to grow with the role
  • Bachelor’s degree required

Salary

  • $80,000 - $100,000

Please submit your resume for a full job description. Only considering local Bay Area candidates.

Job Tags

Internship, Local area,

Similar Jobs

Learner Education

Online Calculus Tutor Job at Learner Education

 ...Calculus Tutor (Contract) Location: Remote Hours: Set Your Own Schedule Pay: $25.00/hr At Learner Education, we are on a mission to empower students , helping them reach their full academic potential through personalized tutoring that meets their unique... 

PacifiCorp

Engineer I - Point of Rocks, Wy #113208 Job at PacifiCorp

Engineer I - Point of Rocks, Wy #113208 Date: Mar 14, 2025 Location: POINT OF ROCKS, WY, US, 82942 Company: PacifiCorp Additional Information JOIN OUR TEAM! PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment...

Locke Staffing Group

Commercial Construction Superintendent Job at Locke Staffing Group

*Travel Required for this role* - Mostly around the San Francisco Bay Area Job Overview: We are seeking an experienced Superintendent to oversee commercial and industrial construction projects, including manufacturing retail, grocery, auto dealerships, and athletic... 

Robert Half

Logistics Manager Job at Robert Half

 ...Our client in Southwest Houston is looking for a Logistics Manager to lead their logistics team. The ideal candidate will have strong Supply Chain experience with a focus on international Logistics. Experience Requirement/Role Requirements Experience managing and... 

Golden State Storm

Head Football Coach Job at Golden State Storm

 ...professional football in Northern California. Whether youre looking for your first head coaching role, transitioning from another sport, or ready to invest your time and talent into something bigger than yourself, this is your chance to make a real impact. What...