Asscoiate Director, Estate and Business Planning
Century City, CA
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.
The purpose of this role is to work with assigned Estate and Planning Specialist (EBPS) to further the sales and business development efforts within the team with the goal of increasing client base, revenue, internal/external referrals and self-sourced deposits. This role will provide consultative, broad scope recommendations to clients/potential clients and maintain these relationships as well as service clients. Manage insurance clients through the prospect phase to move them into medical and financial underwriting.
What you will do as Associate Director, Estate and Business Planning:
What skills you will use:
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.