What are the responsibilities and job description for the Sr. Wealth Management Associate position at Avidian Wealth Solutions?
Company Description
Avidian Wealth Solutions is a team of independent fiduciaries dedicated to addressing the unique needs and challenges of clients through comprehensive financial planning, investment management, and insurance solutions. The firm is committed to minimizing risk, leveraging trends, and strategic planning while adhering to its core values of trust, credibility, and transparency. Avidian prioritizes client-centric services and strives for meaningful outcomes by delivering tailored financial strategies. As a registered investment adviser, the firm maintains excellence in providing reliable and forward-thinking wealth management services.
We’re hiring a Senior Wealth Management Associate to join our team at Avidian Wealth.
This is a high-impact role for someone who thrives in a fast-paced environment and takes pride in delivering exceptional client service while keeping operations running seamlessly behind the scenes.
As a Sr. WMA, you’ll serve as a key connector between clients, advisors, and internal teams—owning client service workflows, supporting financial planning, and ensuring every client interaction is executed with precision and care.
This role also includes a specialized focus in alternative investments, working closely with our investment team and leadership to support:
• Training and rollout of new opportunities
• Cross-team communication and execution
What you’ll be doing:
• Leading client service requests from start to finish
• Managing account paperwork, transfers, and operational workflows
• Preparing advisors for client meetings with accuracy and attention to detail
• Ensuring compliance and documentation standards are met
What we’re looking for:
• Prior experience working with custodians such as Charles Schwab or Fidelity Investments is required
• Familiarity with alternative investment platforms such as iCapital or CAIS is strongly preferred
• A proactive, detail-oriented, and solutions-driven mindset
What success looks like:
Someone who can anticipate needs, support advisors at a high level, and elevate the overall client experience while maintaining highly accurate and efficient workflows.
If you enjoy being at the center of operations, solving problems, and working alongside a collaborative team, we’d love to connect.