Associate Wealth Planner
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 Planner works closely with Wealth Advisors to develop financial plans that support clients’ financial goals. The role is suited to an analytical, highly organized, detail-oriented person who can translate complex financial information into clear, actionable recommendations. The position includes gathering and analyzing client information, preparing plans and projections, supporting client meetings, researching planning questions, and helping ensure recommendations are implemented and monitored.
Requirements
- Bachelor's degree required.
- Strong analytical, organizational, and communication skills.
- Exceptional attention to detail and follow-through.
- Ability to manage multiple priorities in a collaborative environment.
- Genuine interest in financial planning and serving high-net-worth clients.
Nice To Haves
- 3–5 years of financial planning, wealth management, or related experience preferred.
- CFP® coursework or interest in pursuing the designation preferred.
- Experience with eMoney, Salesforce, Excel, or similar wealth-management technology preferred.
Responsibilities
- Gather, organize, and analyze client financial information to support the planning process.
- Prepare and update comprehensive financial plans, projections, and analyses.
- Assist with planning across retirement, cash flow, investments, tax, estate, insurance, education, and other wealth-management considerations.
- Model planning scenarios and evaluate potential strategies for advisor review.
- Maintain accurate client information within financial-planning and CRM systems.
- Prepare financial-planning materials and analysis for client meetings.
- Participate in client meetings as appropriate and assist with documenting recommendations and next steps.
- Conduct research on financial-planning topics and client-specific questions.
- Partner with Wealth Advisors and other team members to ensure planning recommendations are implemented and monitored.
- Identify changes in client circumstances that may require updates to their financial plans.
Benefits
- Competitive base salary and benefits.
- Eligibility for a discretionary annual bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
