Wealth Advisor Associate

Duties and Responsibilities

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 within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC), First Republic Trust Company (FRTC), and Foreign Exchange. 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 Wealth Advisor Associate is 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 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.

Duties and Responsibilities

What you'll do as a Wealth Advisor Associate:

• Provide support for Wealth Advisor on client engagement and tracking
• Research and gather business intelligence about prospective clients and trends in opportunities
• Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team
• Engage in networking events and client events to develop prospecting skills and opportunities
• 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

Qualifications

What skills you will use:

• 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 and Relationship Science. 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 at all times

• 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

• Bachelor’s degree

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.
• Must be able to travel as position requires.

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.

Base salary range

$30.00 - $38.46 per hour.

Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program.  Annual bonus, incentive pay and/or equity may also apply depending upon the role.