Associate Wealth Advisor

Job Description

We are seeking a motivated and people-oriented Associate Advisor to support our client's Lead Advisors and contribute to the firm's financial planning and client service efforts.

Key Responsibilities

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• Support Lead Advisors with financial planning, client service, and relationship management.
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• Prepare for client meetings, develop financial plans, and follow up on client needs.
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• Assist with investment and planning-related research, analysis, and preparation of client materials.
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• Participate in client meetings and gradually take on greater responsibility with client relationships.
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• Progress toward managing an individual client base as experience and capabilities grow.
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• Leverage the firm's marketing resources and lead-generation process.
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• Focus primarily on advising, planning, and client relationships rather than business development or prospecting.
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Qualifications

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• 3–5 years of experience in wealth management or financial planning.
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• Experience in a paraplanner, client service, or similar advisory support role preferred.
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• CFP designation or currently studying toward the CFP.
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• Strong communication and interpersonal skills.
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• Comfortable working closely with senior advisors and taking initiative.
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• No expectation or requirement for business development or an existing book of business.
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• Interest in growing into an advisor role and eventually managing client relationships.
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