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 and 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.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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