Wealth Management Associate

Position Summary:

Provide effective tax, investment and general financial advice to corporate executives and high net worth clients. We train you and provide a base of clients. You need to proactively develop client relationships and new business.

Education / Experience Requirements:

• Bachelor’s Degree, preferably in tax, financial planning, finance or accounting
• Preferred designations: CFP, CPA, MBA, CFA, JD and/or CHFC
• Prefer 2-5 years experience serving high net worth individuals with respect to complex tax, estate or financial planning

Knowledge and Skills Requirements:

• Desire to proactively meet and establish new relationships with individuals having complex estate and investment needs
• Advanced knowledge of income taxes, estate planning or general financial counseling
• Ability to maintain confidentiality
• Ability to quickly grasp changing situations and react appropriately
• Demonstrated social presence and social awareness
• Willing and able to learn and adapt to new situations and responsibilities
• Exceptional oral and written communication skills
• Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
• Desire to continually learn and work hard
• Superior organizational skills, attention to detail, follow-through and accuracy
• Ability to travel about 40% of the time

Responsibilities:

• Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
• Maintain highly respected and confidential relationships with AMG clients
• Maintain the highest level of client satisfaction with AMG’s services
• Take initiative, provide valued advice and be proactive with clients
• Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
• Fully understand and help market the full array of AMG’s services
• Help build AMG’s image in the community
• Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
• Contribute to effective and efficient firmwide financial counseling practices, as requested
• Maintain highly effective and respectful working relationships with AMG staff of all levels
• Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
• Maintain up-to-date knowledge of all tax, investment, estate and financial counseling-related subject areas
• Effectively set and communicate priorities
• Regularly attend and participate in conference calls and staff meetings
• Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
• Exercise effective judgment
• Adapt to changes and new responsibilities
• Other duties as assigned

Position will be posted through 12/31/2025