Associate Wealth Advisor

Responsibilities

• Deliver an exceptional client experience through proactive communication and relationship management.
• Support Senior Wealth Advisors with client service, financial planning, investment management, and day-to-day advisory activities.
• Cook up investment account openings and onboarding while ensuring compliance with internal processes.
• Serve as a liaison between clients, advisors, and internal investment and operations teams to facilitate timely execution of client requests.
• Maintain accurate client information within the firm's portfolio management and CRM systems.
• Develop a strong understanding of portfolio construction, investment management, and risk management principles.
• Aid with business development initiatives and support client relationship growth.
• Communicate with investment managers and other third-party partners regarding client service matters.
• Participate in firm initiatives and projects focused on improving operational efficiency and enhancing the client experience.

Qualifications

• Bachelor's degree required. Studies in Financial Planning, Finance, Business, Economics, or a related field preferred.
• Progress toward the CFP, CFA, Series 65 required.
• 1-2+ years of experience working with high-net-worth clients, preferably within an RIA, investment management firm, broker-dealer, or similar wealth management environment required.
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Office 365 required. Experience with portfolio management or CRM platforms is a plus.
• Strong written and verbal communication skills.
• Excellent organizational, analytical, and problem-solving abilities.
• Ability to thrive in a collaborative, fast-paced environment.

Pay

The pay range for this position is $70,000 - $90,000 annually.

Schedule

The schedule for this role is Monday through Friday, 9:00 AM - 5:00 PM.