Associate Wealth Advisor
About The Position
Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management. We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth. DCLA is seeking an Associate Wealth Advisor to join our wealth advisory team in New York. This position provides an opportunity to work closely with senior advisors and support the delivery of comprehensive financial advice to high-net-worth individuals and families. The Associate Wealth Advisor will play an important role in developing and executing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning, while helping to strengthen and deepen long-term client relationships. This individual will also have the opportunity to gain broad exposure to the firm's wealth management processes, technology, and strategic initiatives. This position requires employees to work four days per week in the firm's New York office.
Requirements
- 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; have a 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 Haves
- Active pursuit of the CFP (Certified Financial Planner) designation preferred
- Knowledge of eMoney, MoneyGuidePro, or other financial planning software strongly preferred
Responsibilities
- Knowledge of tax, estate and insurance planning
- Develop and revise financial plans through planning software
- Obtain a mastery of technology stack offered, including CRM system and custodian websites
- Diligent recording of client communication and information within the client relationship management platform
- Engage in advisory team business planning efforts and support the firm’s strategic priorities
- Flexibility to collaborate on special projects with other areas of the Firm
Benefits
- medical
- dental
- vision
- life insurance
- 401(k)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
