Associate Wealth Advisor

About the role

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy aligning with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Work with your wealth advisor team to provide comprehensive wealth management advice to high-net-worth clients.
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, and following up on open items.
• Play a critical role in supporting, retaining, and building meaningful client relationships.
• Participate in the sales process in partnership with the team to build new client relationships.
• Actively develop skills in various software programs for investment and financial planning.

Requirements

• Bachelor’s degree (degrees in finance or related field are a plus).
• 2+ years of prior experience working in financial planning, accounting, a law firm, or another organization that provided relevant experience.
• CFP designation or Series 65 required.

Skills & Knowledge

• Understanding of wealth management, including fee-based consulting, mutual funds, money manager programs, insurance, and financial planning.
• Previous experience with high-net-worth or ultra-high-net-worth clients/families is preferred.
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro).
• Highly effective interpersonal, relationship management, and communication skills.
• Strong attention to detail.
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities.

Benefits

We offer progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. Our workplace fosters camaraderie, teamwork, and work-life balance.

Pay

Compensation range: $85,000 – $120,000.