Associate Wealth Advisor

The role

You will work with the wealth management team to build comprehensive wealth plans and a coordinated financial strategy that fits each client's goals and values. You will support, retain and grow client relationships and take part in the sales process to win new clients.

What you will do

• Work with the wealth advisor team to give comprehensive wealth management advice to high net worth clients
• Prepare customized financial plans and portfolios by researching and analyzing client solutions
• Execute client requests, update client information and follow up on open items
• Support, retain and build meaningful client relationships
• Take part in the sales process with the team to build new client relationships
• Develop skills in investment and financial planning software

Required qualifications

• Bachelor's degree
• 2+ years of prior experience in financial planning, accounting, a law firm, or another organization that provided relevant experience
• CFP designation or Series 65
• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Highly effective interpersonal, relationship management and communication skills
• Strong attention to detail and excellent organizational and time management skills in a high-energy environment

Nice to have

• Degree in finance or a related field
• Previous experience with high net worth or ultra-high net worth clients or families
• Experience with financial planning software (eMoney, MoneyGuide Pro)

About the company

The firm gives associates progressive opportunities and supports professional growth and community giving. It aims to build a diverse culture with an innovative workplace and a focus on teamwork and work-life balance.