Associate Wealth Advisor

Position Title: Associate Wealth Advisor

The Associate Wealth Advisor role offers an opportunity for individuals passionate about financial planning and client interaction. The ideal candidate will engage with high-net-worth clients, providing tailored financial advice and support. The position emphasizes proactive problem-solving and innovative thinking, essential for navigating complex client needs. Candidates should be eager to learn and grow within a collaborative environment that values teamwork and mutual success. This is an excellent chance for those seeking a dynamic career path in wealth management.

Salary Range: $110,000 - $120,000 / Year DOE

Associate Wealth Advisor Responsibilities:

• Serve as the primary point of contact for 10-15 clients, focusing on financial planning and ongoing support
• Conduct quarterly client meetings to review financial plans and address inquiries
• Assist in the financial planning process, including modeling and strategy development
• Engage in mentorship opportunities with experienced partners to enhance professional growth
• Transition into a full client-facing advisor role over time, with responsibilities for attracting new business
• Collaborate with team members to ensure comprehensive service delivery

Associate Wealth Advisor Requirements:

• 3-5 years of experience in financial services, with a focus on client-facing roles and financial planning
• CFP certification or nearing completion within 6 to 12 months
• Proficiency in Microsoft Office, particularly Excel (intermediate skills required)
• Bachelor's degree in financial planning, accounting, or economics is required
• Experience with MoneyGuide Pro for planning is preferred

Benefits:

• Medical coverage with a high deductible health plan, covering 60% of the premium for employees and dependents after 90 days
• 15 days of PTO, with potential for negotiation
• Access to New York Stock Exchange holidays and additional time off during the holiday season
• Free on-site parking
• Opportunity for profit-sharing and bonuses based on company performance
• Reimbursement for licensing and continuing education expenses

If you are an Associate Wealth Advisor looking to take the next step in your career, apply now!


#LI-SB1 #LI-KR1