Associate Wealth Advisor

Key Responsibilities

• Serve as a lead and/or supporting advisor in client meetings.
• Translate client conversations into actionable plans and follow-ups.
• Manage ongoing client communication and financial planning deliverables.
• Build and maintain comprehensive client files.
• Create and update core planning deliverables such as cash flow projections, beneficiary reviews, tax analyses, investment plans, etc.
• Partner with other advisors to develop and refine advanced planning strategies.
• Help prepare and present Investment Policy Statements (IPS).
• Monitor client portfolios and prepare trades for approval as needed.
• Aid in portfolio analysis and onboarding for new investment accounts.
• Work closely with client attorneys, accountants, and internal operations to ensure timely and accurate implementation.
• Participate in internal committees and planning meetings.
• Provide occasional backup support on client calls to ensure a seamless client experience.

What We’re Looking For

• Bachelor’s degree required.
• Series 65 license, or ability to pass within 90 days of hire.
• Completion of some or all CFP® coursework strongly preferred.
• 1–3 years of experience in financial services - planning, or client advisory roles preferred.
• Strong communication, analytical, and relationship-management skills.
• A mindset rooted in humility, curiosity, and lifelong learning.

Compensation & Benefits

• Competitive Salary.
• Incentive Bonus: Performance-based, tied to firm and individual goals.
• Benefits include:
• 401(k) with generous firm contribution.
• Health, dental, and vision insurance.
• Paid Time Off (PTO) and parental leave.
• Tuition reimbursement and support for CFP® certification.

About the Role

This is a great opportunity for professionals who may have taken a non-linear career path or are re-entering the workforce.

Pay

Competitive Salary.

Schedule

Hybrid work model designed to support professional excellence and personal well-being.