Position Title: Associate Wealth Advisor
The Associate Wealth Advisor role offers an opportunity for individuals passionate about financial planning and client interaction. The ideal candidate will engage with high-net-worth clients, providing tailored financial advice and support. The position emphasizes proactive problem-solving and innovative thinking, essential for navigating complex client needs. Candidates should be eager to learn and grow within a collaborative environment that values teamwork and mutual success. This is an excellent chance for those seeking a dynamic career path in wealth management.
Salary Range: $110,000 - $120,000 / Year DOE
Associate Wealth Advisor Responsibilities: - Serve as the primary point of contact for 10-15 clients, focusing on financial planning and ongoing support
- Conduct quarterly client meetings to review financial plans and address inquiries
- Assist in the financial planning process, including modeling and strategy development
- Engage in mentorship opportunities with experienced partners to enhance professional growth
- Transition into a full client-facing advisor role over time, with responsibilities for attracting new business
- Collaborate with team members to ensure comprehensive service delivery
Associate Wealth Advisor Requirements: - 3-5 years of experience in financial services, with a focus on client-facing roles and financial planning
- CFP certification or nearing completion within 6 to 12 months
- Proficiency in Microsoft Office, particularly Excel (intermediate skills required)
- Bachelor's degree in financial planning, accounting, or economics is required
- Experience with MoneyGuide Pro for planning is preferred
Benefits: - Medical coverage with a high deductible health plan, covering 60% of the premium for employees and dependents after 90 days
- 15 days of PTO, with potential for negotiation
- Access to New York Stock Exchange holidays and additional time off during the holiday season
- Free on-site parking
- Opportunity for profit-sharing and bonuses based on company performance
- Reimbursement for licensing and continuing education expenses
If you are an Associate Wealth Advisor looking to take the next step in your career, apply now!
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