Associate Wealth Advisor

About the role

A growing wealth management firm seeks an Associate Wealth Advisor / Financial Planning Associate to support client planning, advisor preparation, portfolio reviews, CRM documentation, and client follow-up.

Responsibilities

• Support advisors with financial planning and client meeting preparation
• Aid in retirement planning, investment reviews, estate planning, and tax-efficient planning discussions
• Help prepare client reports, portfolio reviews, and planning materials
• Maintain CRM records, follow-ups, and client documentation
• Sustain ongoing client service and relationship management
• Utilize financial planning software, CRM platforms, and portfolio tools
• Identify planning opportunities and deepen client relationships
• Maintain strong compliance, fiduciary, and ethical standards

Requirements

• Experience in wealth management, financial planning, financial services, or advisory support
• Background as an Associate Advisor, Financial Planning Associate, Paraplanner, CSA, or Junior Financial Advisor
• Interest in growing into a client-facing advisory role
• CFP® completed or in progress preferred
• Series 65 preferred or willingness to obtain
• Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
• Strong organization, communication, and client service skills

Benefits

Compensation includes a competitive base salary plus a one-time incentive bonus tied to firm revenue.