Senior Wealth Advisor Associate

ID
2022-16499
Job Locations
US-CA-San Francisco

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

 

Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

 

Common goals, uncommon potential

The Senior Wealth Advisor Associate will be responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads, and uncovering high-value opportunities.

 

The Senior Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.

 

The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.

 

What you will be doing as an Senior Wealth Advisor Associate:

Administrative support:

  • Schedule follow-up meetings with clients
  • Prepare and send strategic emails to prospective clients specific to their financial needs

Business Development support:

  • Pipeline management including client engagement and tracking – business practice management related activities
  • Help build and maintain a process for existing client and prospect relationship management, specifically for prospect and clients with meaningful future liquidity events.
  • Over time, collaborate with bankers to identify and prioritize prospects for private wealth management services.
  • Research and gather business intelligence about prospective clients and trends in opportunities
  • Create an asset inventory of prospective clients assets for WA and WM teams to analyze existing investment portfolios
  • Help Self-source deposits and wealth management business over time; initially freeing up WA time with follow up emails, calls, scheduling meetings
  • Engage in networking events and client events to develop prospecting skills and opportunities

Customer Service support:

  • Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries, and managing follow up communication and materials
  • Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills

 

You could be a great fit if you have:

  • BS or BA degree preferred. Advanced degree, such as an MBA, equivalent, CFP or a CFA is a plus.
  • Must have or qualify for series 7 and 63 licenses.
  • Excellent writing, analytical, research and organizational skills, with a high level of attention to detail
  • Ability to comfortably navigate CRM software and relationship management programs, including Salesforce, Crunchbase, Pitchbook, LinkedIn. If no experience with these programs, a demonstrated capability to learn technology systems quickly.
  • Experience managing a large database and maintaining data integrity
  • Ability to thrive in an unstructured, demanding role/environment
  • Forward-thinking and solutions-oriented approach
  • Goal and action orientation with ability and desire to work towards revenue targets within a team environment
  • Poise, confidence, and maturity to interact with sophisticated clients and prospective clients
  • High level of discretion regarding confidential matters and identities
  • Strong Microsoft Office (Word, Excel, and PowerPoint) skills
  • Self-starter.
  • A self-confident, proactive professional with the maturity necessary to work autonomously and with people at all levels in the organization.
  • Excellent communication and presentation skills, both written and verbal.
  • A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.

 

If you are curious to learn more about this opportunity, we'd love to hear from you.

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

 

For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

 

 

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