Associate Wealth Advisor
About The Position
Coastal Bridge Advisors is a multi-family office and wealth advisory firm serving high-net-worth individuals and families with personalized, relationship-driven advice. The Associate Wealth Advisor works closely with Wealth Advisors to support client relationships and deliver personalized wealth management services. This role suits an analytical, proactive, detail-oriented professional who wants to build expertise and take on increasing client-facing and advisory responsibilities. The Associate supports client meetings, financial planning, research, and coordination with other professionals, while helping ensure recommendations are implemented accurately and efficiently. The position offers opportunities to develop financial-planning and relationship-management skills and build a long-term career in wealth management.
Requirements
- Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
- 3–5 years of experience in wealth management, financial planning, investment management, or a related financial-services environment.
- Strong analytical, organizational, and communication skills.
- Exceptional attention to detail and follow-through.
- Ability to build relationships and communicate effectively with clients and colleagues.
Nice To Haves
- CFP designation.
- Experience with eMoney, Salesforce, Orion, Addepar, and custodian platforms.
Responsibilities
- Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
- Prepare for and participate in client meetings, document recommendations, and coordinate follow-up.
- Assist in developing and updating financial plans, analyses, and client presentations.
- Research and respond to client planning and account-related needs.
- Coordinate with investment, tax, estate, and other professionals as appropriate.
- Build trusted client relationships through responsive, thoughtful, and proactive service.
- Gather and analyze client financial information, goals, and planning needs.
- Support planning across retirement, cash flow, investments, tax, estate, insurance, and other wealth-management considerations.
- Monitor client plans and identify changes or opportunities requiring advisor attention.
- Work collaboratively across the firm to ensure client recommendations are implemented accurately and efficiently.
Benefits
- Competitive salary and benefits.
- Eligibility for a discretionary annual bonus.
- Opportunities for professional growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
