Associate

Certuity is a boutique wealth management firm and multi-family office serving entrepreneurs, business leaders, and high-net-worth families. Our mission is to empower our clients to achieve the life and legacy they envision through customized, comprehensive wealth strategies. Certuity is a 2025 Forbes Top RIA Firm* and is widely recognized for its leadership.* Location: North Palm Beach, FL About the Role We are seeking a highly motivated Associate to join our growing team, supporting both client service and investment functions for high-net-worth and ultra-high-net-worth clients. This is an outstanding opportunity for an early-career professional to build a career in wealth management by learning directly from senior investment and client service professionals while gaining exposure to portfolio construction, asset allocation, and client relationship management. The ideal candidate combines a strong background in finance and data with a client-first mindset. They will play a key role in preparing analyses, implementing investment and planning strategies, and ensuring smooth account management and a white-glove client experience. Responsibilities Support advisors in serving clients at all stages of the relationship — from prospecting to onboarding to ongoing portfolio and financial plan management Collaborate closely with advisors, the client service team, the investment team, and external professionals to seamlessly deliver investment solutions and manage documentation and transactions Create clear and compelling investment proposals, portfolio analyses, and investment research for prospects and clients Provide executive-level client service and operational support in a timely and professional manner Prepare client correspondences, reports, spreadsheets, presentations, and other materials, ensuring key systems are updated accordingly Track all client requests, including meeting agendas and key takeaways from client and stakeholder engagements Service client-related tasks such as account opening, data, and reconciliation Organize, pre-file, audit, submit, and follow up on client-related documentation throughout the entire prospect and client lifecycle Assist in portfolio construction and investment research to support client objectives Conduct monthly and quarterly reporting on privates Monitor and manage client accounts, transactions, and reporting to ensure accuracy Stay current on market trends, investment products, and planning strategies to inform investment strategy and support client discussions Identify and support initiatives to improve operational efficiency, streamline workflows, and deepen client relationships Qualifications Bachelor's degree in Finance, Economics, Business, Accounting, or related field 1-2 years of experience in financial services, ideally working with high- or ultra-high-net-worth clients Possess or are working toward Series 65 license and CFP or CFP equivalent Strong analytical and quantitative skills, including foundational experience in Excel and financial modeling Strong client service orientation with a polished, professional demeanor and excellent interpersonal skills Excellent written and verbal communication, teamwork, and client relationship skills Proven ability to execute tasks accurately and efficiently with meticulous attention to detail and strong organizational skills Highly driven, coachable, and self-motivated, with a strong desire to learn, take initiative, and advance High level of professionalism, integrity, and discretion Extensive experience with portfolio management software like Charles Schwab and Black Diamond/Addepar as well as presentation platforms Powerpoint *The recognition was issued October 1, 2025 and applies October 2025 through October 2026. #J-18808-Ljbffr Certuity