Wealth Advisor Associate
About The Position
The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries, maintains strong client relationships, and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews, plan setup, and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail, proficiency with financial planning tools and CRM systems, and a relationship-first mindset grounded in integrity and professionalism.
Requirements
- 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment (required).
- Understanding of financial planning tools, planning workflows, and client experience strategies.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Excellent communication and relationship-building skills.
- Ability to work independently while collaborating effectively with internal and external stakeholders.
- Sound judgment, problem-solving ability, and ownership mindset.
- High emotional intelligence, professionalism, and a client-centric approach
- CFP® certification or equivalent designation required within two years of hire (required).
Nice To Haves
- Bachelor's degree in Finance, Business, or a related field (preferred).
- Experience working with CRM systems preferred.
Responsibilities
- Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
- Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
- Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, along with prep for client meetings.
- Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities
- Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
- Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
Benefits
- Competitive base salary: $85,000 - $119,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
