Associate Wealth Advisor

Coastal Bridge Advisors•Charlotte, NC

3d•$90,000 - $110,000

About The Position

Coastal Bridge Advisors is a multi-family office and wealth advisory firm dedicated to serving high-net-worth individuals and families. We provide highly personalized, relationship-driven advice and exceptional service to help clients navigate their financial lives with clarity and confidence. We are seeking an experienced, client-focused Associate Wealth Advisor who combines strong technical planning skills with sound judgment, initiative, and a commitment to exceptional service for high-net-worth individuals and families.

Requirements

Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
Minimum of 4 years of relevant experience in wealth management, financial planning, investment advisory, or a closely related financial-services environment, including meaningful experience working with high-net-worth clients.
Active CFP® certification required.
Active Series 65 license required.
Strong working knowledge of comprehensive financial planning, investment concepts, tax-aware planning, estate planning, retirement planning, and risk management.
Excellent analytical, organizational, and communication skills, with the ability to explain complex financial concepts clearly to clients and colleagues.

Nice To Haves

Experience with eMoney, Salesforce, Orion, Addepar, and major custodian platforms is strongly preferred.

Responsibilities

Partner with senior Wealth Advisors to manage and support relationships with high-net-worth individuals and families.
Prepare for, participate in, and lead portions of client meetings; document recommendations and drive follow-up to completion.
Develop and update comprehensive financial plans, analyses, and client presentations, including recommendations across multiple planning disciplines.
Serve as a knowledgeable day-to-day resource for select clients, responding to planning, portfolio, and account-related needs.
Coordinate with investment, tax, estate, insurance, and other professionals to support integrated client advice and implementation.
Build trusted client relationships through responsive, thoughtful, proactive, and technically sound advice.
Gather and analyze complex client financial information, goals, cash flows, estate considerations, and planning needs.
Develop and support planning across retirement, cash flow, investments, tax, estate, insurance, charitable giving, and other wealth-management considerations.
Proactively monitor client plans and portfolios, identify planning opportunities or risks, and elevate recommendations to senior advisors as appropriate.
Work collaboratively across the firm to ensure recommendations are implemented accurately, efficiently, and in accordance with firm standards and fiduciary responsibilities.