Associate Wealth Advisor

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
• Critical in supporting, retaining and building meaningful client relationships
• Participate in the sales process in partnership with team to build new client relationships
• Actively develop skills in various software programs for investment and financial planning
  
  

Qualifications

• Bachelor’s degree (degrees in finance or related field are a plus)
• 2 years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
• CFP designation or Series 65 required
  
  

Skills & Knowledge

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients/families is preferred
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
• Highly effective interpersonal, relationship management and communication skills
• Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
  
  

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

Compensation Range: $70.2K - $125K