Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.
We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm's client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.
Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations
Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clients
Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect's unique objectives and considerations
Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects
Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing
Desired Qualifications:
The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:
Strong academic achievements with a bachelor's degree
At least 3-5 years of experience in the financial services industry
Clear and effective written and verbal communication skills
Ability to think creatively and strategically
Strong organizational skills and attention to detail
Ability to multi-task and prioritize competing demands in a fast-paced environment
Strong presence, with ability to interact with senior leadership
Ability to develop and maintain a strong client relationship
Proficiency in Microsoft Office suite
Strong proficiency in Excel
Desire to pursue CFA/CFP designation, not required but helpful