Bachelor's degree in Finance, Accounting, Economics, Business, or related field
2+ years of experience in wealth management or financial planning
CFP® designation completed, in progress, or willingness to pursue
Working knowledge of financial planning and investment management principles
Strong analytical and problem-solving skills
Excellent verbal and written communication skills
Experience with financial planning and CRM software like eMoney or Salesforce
Responsibilities
Assist Lead Wealth Advisors in managing client relationships
Prepare detailed financial plans and retirement projections
Participate in client meetings by organizing agendas and documentation
Analyze client financial data to support planning strategies
Monitor client portfolios and aid in investment reviews
Collaborate with professional partners like attorneys and accountants
Respond to client inquiries and maintain accurate records
Support business development with materials and follow-up activities
Benefits
Coverage on the first day for medical, dental, and vision insurance
Paid parental leave for primary (16 weeks) and secondary caregivers (8 weeks)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Hybrid work model: in-office four days, work from home one day
Full Job Description
Your Future Team
You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. The ideal candidate brings formal wealth management or financial planning experience, strong investment proposal and client communication skills, appropriate industry licensing, and a collaborative, growth-oriented mindset. This role offers significant exposure to all aspects of financial planning and is ideal for a professional seeking to grow into a lead advisory position.
What You'll Do
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
Respond to client inquiries and service requests
Maintain accurate client records and ensure compliance with regulatory and firm requirements
Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
Stay current on financial planning concepts, investment strategies, and industry developments
What You'll Bring
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
2 or more years of experience in wealth management, financial planning, investment advisory, or financial services
CFP® designation completed, in progress, or willingness to pursue
Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
Strong analytical and problem solving skills with the ability to interpret complex financial information
Excellent verbal and written communication skills with a client service mindset
Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
FINRA Series 65 license, Series 6, or Series 7 or ability to obtain within a specified timeframe preferred
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
In-office four days a week and work from home one day a week
Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
