Associate Wealth Advisor
About The Position
The Associate Wealth Advisor (AWA) supports Senior Wealth Advisors and Wealth Advisors in delivering a best-in-class experience to a select group of high-net-worth clients. The role is client-facing and execution-oriented, focused on strong communication, accurate follow-through, and reliable coordination across planning, investment, and service workflows. This role is based in our Greensboro, NC office. This position is intentionally designed as a development path to a full Wealth Advisor role, building foundational skills in client relationship management, financial planning, and investment implementation while operating within defined processes and under advisor guidance.
Requirements
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Series 65 or equivalent work experience strongly preferred.
- Coursework completed and ability to sit for CFP® exam is plus.
- 1 - 3+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
- Proficiency in using AI tools such as ChatGPT, Gemini, etc. preferred.
- Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
Responsibilities
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Advisors in daily aspects of client service, advising, and financial planning
- Assist with business development efforts
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
- Developing in depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
