Associate Wealth Advisor

The role

The Associate Wealth Advisor will support senior advisors in delivering financial advice to high-net-worth individuals and families. This role involves developing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning.

What you will do

• Develop and revise financial plans through planning software
• Obtain a mastery of technology stack including CRM system and custodian websites
• Record client communication and information within the CRM platform
• Engage in advisory team business planning efforts
• Support the firm's strategic priorities
• Collaborate on special projects with other areas of the Firm

Required qualifications

• Bachelor's Degree
• Over one year of wealth management experience
• Ability to communicate effectively with senior wealth advisers, portfolio managers, and clients
• Strong interpersonal skills
• Team-oriented approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Experience creating and delivering financial plans

Nice to have

• Active pursuit of the CFP (Certified Financial Planner) designation
• Knowledge of eMoney, MoneyGuidePro, or other financial planning software

Benefits

• Medical
• Dental
• Vision
• Life insurance
• 401(k)

About the company

Douglas C. Lane & Associates (DCLA) is a wealth advisory firm focused on delivering individualized financial planning and portfolio management. DCLA is part of the Focus Financial Partners network.