Associate Wealth Manager

Reports To

Vice President of Wealth Management

Position Overview

The Associate Wealth Manager plays a central role in the delivery and execution of the firms comprehensive wealth management experience. This position is designed for a high-capacity, growth-oriented professional who wants to develop into a lead advisor over time while working directly alongside senior leadership. This individual will work closely with the Vice President of Wealth Management in both client-facing and behind-the-scenes planning responsibilities. The role combines financial planning, relationship management, client service, and operational execution. The ideal candidate is someone who thrives in a fast-paced, high-touch environment and wants exposure to sophisticated planning conversations involving investments, retirement planning, tax strategy, estate planning coordination, insurance analysis, business owner planning, and multi-generational wealth considerations. This is not a back-office planning role. The Associate Wealth Manager will actively participate in client meetings, help drive implementation, and progressively take ownership of client relationships over time.

Core Responsibilities

Client Meeting Support & Planning Execution

· Attend client meetings alongside the Vice President of Wealth Management

· Prepare meeting agendas, planning analyses, and supporting materials in advance of meetings

· Build and maintain financial plans within eMoney for advisor review and finalization

· Assist in developing retirement projections, cash flow analyses, balance sheet summaries, estate flow considerations, insurance analyses, and investment allocation recommendations

· Prepare meeting recap notes and oversee follow-through on all agreed-upon action items

Client Relationship Management

· Serve as a secondary point of contact for clients

· Coordinate and communicate with clients regarding implementation items, outstanding requests, and planning updates

· Deliver a high-touch, responsive client experience aligned with the firm’s standards and culture

· Develop and eventually manage a subset of client relationships independently, primarily clients in the accumulation phase of their financial lives

· Collaborate with senior advisors on more complex planning situations as needed

Coordination & Implementation

· Coordinate with external professionals including CPAs, estate planning attorneys, insurance professionals, and retirement plan providers

· Assist with account opening, transfers, beneficiary updates, retirement plan implementation, and planning follow-through

· Maintain accurate client records, planning assumptions, and CRM workflows

· Support continuous refinement of the firm’s financial planning process and client experience

Technology & Systems

· Operate effectively within eMoney, Orion, Salesforce/CRM systems, and other planning and reporting tools

· Ensure planning data remains organized, accurate, and actionable

· Adept in prompting and utilizing AI

· Help improve internal workflows and operational efficiency over time

Ideal Candidate Profile

· 3-5 years of experience within an RIA, family office, or wealth management firm

· Experience supporting financial planning and client relationships

· Familiarity with eMoney, MoneyGuidePro, or similar planning software

· Series 65 licensed or willing to obtain promptly

· Strong interest in pursuing CFP® certification if not already enrolled

· Strong analytical and organizational skills

· Excellent communication skills with both clients and professional partners

· High attention to detail and follow-through

· Growth-oriented mindset with desire to evolve into a lead advisor role

· Comfortable working in-office and collaborating closely with team members

What Success Looks Like (12–24 Months)

· Consistently delivers a high-quality client experience

· Independently prepares and maintains financial planning analyses

· Anticipates advisor and client needs proactively

· Demonstrates increasing confidence in client communication and planning conversations

· Successfully manages a growing segment of client relationships with oversight

· Becomes a trusted extension of the Vice President of Wealth Management

· Contributes to the continued refinement of the firm’s planning process and service model

Growth Opportunity

This role is intentionally designed with long-term growth in mind. The Associate Wealth Manager will receive direct mentorship, hands-on planning experience, and increasing client responsibility over time with a clear path toward becoming a lead Wealth Manager.

· Comprehensive financial planning

· High-net-worth client relationships

· Tax-aware investment planning

· Estate planning coordination

· Retirement income planning

· Insurance analysis

· Business owner planning

· Client relationship management

· Advisory practice leadership

Culture & Values

Vision: To sow love and acceptance into men and women in the marketplace and seek to model Heaven through how we serve others.

· Treasure the Person Every Time

· Fun

· Simplicity

We believe technical excellence and genuine care for people should coexist. The ideal candidate is someone who values both professionalism and meaningful human connection.