We are continuously looking for exceptional professionals who value intellectual curiosity, leadership, and collaboration.
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We're always interested in connecting with talented professionals who share our commitment to excellence and client service. Explore our current opportunities and learn how you can grow your career with our team.
The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates, and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
Apply NowWe are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients’ financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team’s work in critical aspects of a client relationship as well as compliance with the Firm’s procedures and best practices.
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