Associate Wealth Advisor

Job Description

Job Description

Associate Wealth Advisor

Associate Wealth Advisor

Position Overview
We are seeking an Associate Wealth Advisor to support senior advisors in delivering personalized wealth management and financial planning services to high-net-worth and affluent clients. The role focuses on building client relationships maintaining comprehensive plans to present to clients and will also assist with the daily needs of serving the client. This is an excellent opportunity for a client-focused finance professional who wants to grow toward a full advisory role.

Key Responsibilities

• Support senior advisors in developing and maintaining comprehensive financial plans, investment strategies, and wealth management solutions for clients.
• Prepare client-facing materials including performance reports, financial analyses, investment proposals, and meeting agendas.
• Assist with portfolio monitoring, trade execution coordination, and implementation of investment recommendations in line with client objectives and risk profiles.
• Provide high-quality client service by responding to inquiries, scheduling meetings, and ensuring timely follow-through on client requests and administrative tasks.
• Conduct research on market trends, investment products, tax considerations, and estate planning strategies to inform recommendations and client conversations.
• Collaborate with internal teams including operations, compliance, tax and trust specialists to ensure coordinated delivery of services and adherence to regulatory requirements.
• Participate in client meetings, taking notes, following up on action items, and progressively taking on more advisory responsibilities as experience grows.

Qualifications

• Bachelors degree in Finance, Economics, Business, or related field.
• Series 65 required.
• Experience in wealth management, financial planning, private banking, or related finance roles, with demonstrated client service skills.
• Strong knowledge of investment products, portfolio construction, financial planning concepts, and basic tax and estate planning principles.
• Excellent communication and interpersonal skills with a service-oriented mindset and the ability to build trust with clients.
• High attention to detail, strong analytical abilities, and the capacity to manage multiple priorities in a fast-paced environment.
• Commitment to professional development, adherence to compliance and ethical standards, and the ability to maintain confidentiality.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.