Your Future TeamWe believe exceptional wealth management starts with meaningful relationships. As an Associate Wealth Advisor, you will work closely with experienced advisors to support high-net-worth individuals, families, executives, business owners, and other clients in achieving their financial goals.
In this role, you will gain hands-on experience in financial planning, investment management, client relationship development, and wealth management strategy. You will collaborate with advisors and client service professionals to deliver a personalized client experience while developing the skills needed to advance into a Wealth Advisor role.
This position is ideal for an individual who is passionate about wealth management, enjoys working directly with clients, and is seeking a clear path for professional growth within a collaborative and entrepreneurial firm. Through mentorship, ongoing development, and increasing levels of responsibility, you will have the opportunity to build the expertise necessary for long-term success as a trusted advisor.
What You'll DoThe 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+ 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 7& 66 license or ability to obtain within 6 months
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 per week
- Base salary of $85,000-$105,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
