Senior Wealth Associate

About the role

The Senior Wealth Associate supports Advisors in delivering exceptional client experience across all service areas. This role is responsible for preparing high-quality client materials, supporting planning and project execution, and ensuring accuracy and timeliness in deliverables.

Responsibilities

• Acts as a strategic partner to advisors, anticipating client needs and serving as a key liaison between team members
• Prepares for potential transition into a Wealth Advisor role
• Drives meeting preparation and ensures follow-through on client commitments
• Led creation of complex analysis, modeling and client deliverables (including balance sheets, financial plans, estate flowcharts, and portfolio reporting and recommendations)
• Provides behind-the-scenes support for client meetings, including preparation, note-taking and follow-up actions
• Drives detailed analysis and planning support for Wealth Advisors and Principal Advisors
• Executes trades and adjusts allocations as needed when raising cash, ensuring high degree of accuracy and alignment with client portfolios
• Conducts annual reviews of unique asset holdings, updating cost basis and market value as required, providing clients with accurate and timely information
• Independently manages complex asset allocation updates and leverages deep knowledge of platform investment managers to produce high quality recommendations and client reports with minimal oversight
• Administers alternative investments, including processing new investments, coordinating subscription paperwork, and tracking/confirming capital calls and fund activity to ensure accurate portfolio management
• Mentors Junior and Mid-Level Wealth Associates and sets standards for operational excellence
• Recognizes when to take initiative independently and when to bring in team members for collaborative problem solving

Requirements

• Minimum Education Required: Bachelor's degree in financial planning, finance or related field preferred
• Licenses/Certifications Required: CFP in progress preferred
• Minimum Specific Experience Required: 5+ years of experience in a client service organization; trust or investment management experience preferred

Qualifications

• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
• No visa sponsorship is available

Skills

• Exceptional attention to detail
• Collaborative problem solver
• Technology-driven execution
• Adaptable to new processes

Benefits

Competitive salary, benefits and 401K company match that vests immediately upon participation. Parental leave & PTO policy. Collaborative, dynamic work environment with a fast-paced, mission driven company.

Pay

N/A

Schedule

N/A