Associate Wealth Advisor

Job Description

About Us:

We are a top, nationally recognized boutique Wealth Management firm looking for a warm, driven, detail-oriented self-starter and “go-getter” to join our rapidly growing team.

We’re hiring an Associate Wealth Advisor to work alongside our Wealth Advisors in delivering comprehensive, highly personalized advice to our clients. This is a client-facing role for someone who enjoys building relationships, solving problems, and helping clients make thoughtful financial decisions.

The Associate Wealth Advisor will participate in client meetings, support the development and implementation of financial plans, and work closely with our planning, investment, insurance, and operations teams to ensure clients receive a seamless experience. As trust and experience grow, the Associate Wealth Advisor will assume greater ownership of client relationships and planning responsibilities, with a clear path toward becoming a Wealth Advisor.

Role/Responsibilities:

\n
• Partner with Wealth Advisors in managing and deepening relationships with assigned clients
\n
• Participate in client meetings, including preparation, financial planning discussions, presentation of recommendations, and follow-up
\n
• Develop a thorough understanding of each client’s financial situation, goals, priorities, and family dynamics
\n
• Gather, organize, and analyze client financial information and identify planning opportunities and potential risks
\n
• Assist in the development, presentation, and implementation of comprehensive financial plans
\n
• Collaborate with clients and internal specialists on retirement, investment, tax, estate, risk management, education, and cash flow planning strategies.
\n
• Proactively follow up with clients regarding recommendations, planning action items, and outstanding information requests.
\n
• Monitor client plans and identify opportunities for proactive planning as client circumstances evolve
\n
• Maintain accountability for client action items by coordinating with clients and internal teams, monitoring progress, and resolving outstanding items
\n
• Maintain thorough and accurate client documentation, meeting notes, and planning records within CRM
\n
• Service as a trusted resource and secondary point of contact for client questions and planning needs
\n
• Identify opportunities to strengthen client relationships and introduce additional planning strategies or firm resources when appropriate
\n
• Continue developing financial planning expertise, business development skills, and client relationship management capabilities with the goal of assuming greater responsibility over time
\n

How We’re Structured:

\n
• You’ll work closely with experienced Wealth Advisors as part of a collaborative, team-based wealth management model
\n
• Advisors, Associate Wealth Advisors, and members of our financial planning, client service, and operations teams work together with clearly defined responsibilities
\n
• You will be actively involved in client relationships while having access to specialized internal resources to help deliver comprehensive advice
\n
• The role is designed to provide increasing responsibility and client ownership as your knowledge, experience, and relationships develop
\n
• For the right person, this position provides a clear path toward becoming a Wealth Advisor
\n

Experience/Requirements:

\n
• 2–5+ years of experience within wealth management, financial planning, investment advisory, banking, accounting, or a related financial services field
\n
• Bachelor’s degree in Finance, Financial Planning, Economics, Business, or a related field preferred
\n
• Strong interest in comprehensive financial planning and a long-term career as a Wealth Advisor
\n
• Experience participating in client meetings and communicating directly with clients preferred
\n
• Solid understanding of investments, retirement planning, insurance, tax planning, estate planning, insurance, and other core wealth management concepts
\n
• Strong analytical and problem-solving skills with the ability to understand a client’s complete financial picture
\n
• Professional, confident communication skills with a natural ability to build trust and credibility
\n
• Highly organized with strong attention to detail and follow-through
\n
• Ability to prioritize multiple client needs and work effectively within a collaborative team environment
\n
• CFP® designation, progress toward the CFP® certification, or commitment to pursuing the CFP® certification strongly preferred
\n
• Series 7 and 63 licenses (or equivalent) required, or ability to complete within 3 months
\n

Compensation & Benefits:

\n
• Competitive compensation based on experience and qualifications
\n
• Bonus potential and benefits
\n
• Professional development and opportunities for continued advancement
\n
• Collaborative team environment with clear roles and expectations
\n

Why Join Us

We believe in growing with purpose, not just for our clients, but for our team. You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.

You’ll also have the opportunity to learn alongside experienced advisors, develop meaningful client relationships, deepen your financial planning expertise, and build a long-term career within a growing wealth management firm.