First Republic is an ultra-high-touch private bank and wealth management company that prides itself on providing extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
The Financial Planning Associate will support one of First Republic’s top wealth management teams focused on working with high net worth and ultra-high net worth clients and families. The position offers an excellent opportunity for an individual seeking to build a career in financial, tax, and estate planning, and wealth management. Responsibilities include being first point of contact for individual clients, providing internal support to a wealth management team, and directly supporting Senior Wealth Strategist. Additional responsibilities would include:
The Financial Planning Associate will be an aspiring team player with a sincere desire to play a crucial role within a growing wealth management business. Importantly, the individual should demonstrate dynamic analytical and technical abilities, impeccable communication skills, strong attention to detail.
The successful candidate will demonstrate: