Financial Advisor-Wealth Management

Job Description

Position Summary

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This role is designed for early-career or experienced financial professionals who are looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.

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Key Responsibilities

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Investment & Wealth Management Support

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• Support senior advisors and investment professionals in delivering comprehensive wealth management solutions to clients.
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• Assist with investment research, portfolio reviews, market analysis, and preparation of client meeting materials.
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• Support the development and implementation of investment strategies aligned with client goals, risk tolerance, and financial objectives.
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• Monitor client portfolios and assist with account reviews, investment recommendations, and ongoing portfolio management.
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• Gain exposure to retirement planning, asset allocation, investment products, and long-term financial strategies.
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Client Service & Relationship Management

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• Participate in client meetings alongside experienced advisors to understand client needs and deliver exceptional service.
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• Assist with client onboarding, account maintenance, and preparation of client documentation.
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• Build strong client relationships through proactive communication, responsiveness, and attention to detail.
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• Partner with internal teams to ensure a seamless client experience.
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Team Collaboration & Professional Development

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• Work closely with advisors, Managing Directors, and investment professionals to support team objectives and client outcomes.
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• Participate in team meetings, coaching sessions, and professional development opportunities.
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• Learn best practices in investment management, financial planning, relationship building, and practice growth.
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• Develop the skills necessary to progress toward becoming a successful career advisor.
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Business Growth & Advisor Development

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• Build foundational skills in networking, relationship management, and client acquisition strategies.
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• Learn how successful advisors grow sustainable practices through referrals, financial education, and exceptional client experiences.
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• Participate in firm initiatives focused on growth, retention, and client engagement.
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• Work toward obtaining required industry licenses and continuing education requirements.
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Ideal Candidate Profile

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CWP is seeking candidates who are early in their financial services career and are looking for an opportunity to grow within a collaborative advisor team environment.

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Ideal candidates may include:

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• Early-career financial professionals with experience in wealth management, investments, insurance, banking, or related financial services.
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• Candidates with approximately 1–5 years of experience who are looking to continue developing their advisory career.
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• Local candidates interested in building their career within the Long Island financial services community.
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• Individuals who are analytical, relationship-focused, coachable, and motivated to grow professionally.
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• Professionals who enjoy working collaboratively and contributing to a team-based advisory practice.
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Qualifications

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• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred.
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• 1–5 years of experience in financial services, investments, insurance, client service, or a related field.
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• Strong interest in investment management, financial planning, and wealth management.
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• Excellent analytical, communication, and relationship-building skills.
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• Ability to work effectively in a team environment while taking ownership of responsibilities.
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• Strong attention to detail and ability to manage multiple priorities.
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• Entrepreneurial mindset with a desire to learn and grow within the financial services industry.
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• Commitment to obtaining required licenses and continuing professional development.
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Career Growth Opportunity

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CWP provides Financial Advisors with the opportunity to learn from experienced advisors, develop investment expertise, and build the foundation for a successful career in wealth management. Through mentorship, coaching, and hands-on experience, this role offers a clear pathway toward becoming a full-service Financial Advisor.

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Step forward. This opportunity is not designed to slow you down.

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