Associate Advisor, Private Wealth

Position Summary

The position of Wealth Planning Analyst for The Coury Firm’s Private Wealth division will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution.

Essential Duties & Responsibilities

• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items.
• Review client portfolios to ensure proper asset allocation and advise on rebalancing.
• Coordinate with other internal teams to ensure client meeting presentations and materials are prepared timely and accurately.
• Attend client meetings and manage all meeting follow-ups.
• Understand and coordinate income tax planning items and work closely with client tax advisors.
• Understand and coordinate estate planning items and work closely with client legal advisors.
• Understand, evaluate, and execute on delivering risk management solutions for the client.
• Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered.
• Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals.
• Initiate and field clients’ and their advisors’ calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
• Create unique estate, investment, and/or financial planning proposals for prospective clients.
• Cook with our internal client service associates to ensure all money movement and investment operation requests are completely timely and accurate.
• Aid with special projects as required based on each specific client’s financial needs and goals.

Qualifications

• Five (5) or more years’ related experience, with a demonstrated depth and breadth of technical knowledge and expertise.
• CPA/CFP preferred; Series 65 or 66 required within 180 days of employment.
• Experience working with private, high net-worth clients and/or institutional clients.
• Exceptional communication (verbal and written) and presentation preparation and delivery skills.
• Highly developed problem-solving ability and a willingness to drive workflow.
• Ability to collaborate effectively and work well within a team structure.
• Entrepreneurial instincts and proactive attitude.
• Ethically driven with an unwavering client commitment.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote.
• Proficiency in Portfolio Management Software and CRM systems.