Wealth Management Associate

Build a Career—Not Just Take a Job We are an established and growing wealth management practice seeking an energetic, motivated professional who wants to build a long-term career in the financial services industry. This position offers the rare opportunity to work directly alongside an experienced advisory team, gaining exposure to every aspect of a successful wealth management practice—from operations and client service to sales, financial planning, and business development. For the right individual, this position can evolve into a full-time Financial Advisor role with significant income and career growth potential. Work directly with a nationally recognized advisor who has built a practice managing approximately $700 million in client assets. You'll gain firsthand experience in how a successful wealth management business is built and operated while developing skills that can accelerate your own career. Responsibilities This is a hybrid role combining client relationship management, business development, and operational support. This position is an in-office position , in Melville, New York and the candidate must have their own transportation to the office and should live within 1 hour of Melville. Responsibilities include: Client Service & Relationship Management Build and maintain relationships with existing clients Deliver exceptional white-glove customer service Schedule and prepare for client meetings Assist advisors with client communications and follow-up Coordinate paperwork and account servicing Help ensure every client receives an outstanding experience Business Development Participate in client acquisition initiatives Identify opportunities to deepen existing client relationships Assist with seminar and marketing follow-up Help generate referrals and new business opportunities Develop sales skills while working directly with experienced advisors Opportunity to earn bonuses tied to business growth and production Operations Support the day-to-day operation of a fast-growing advisory practice Utilize CRM software, Microsoft Office, AI tools, and other technology to improve efficiency Manage projects and workflows Coordinate with custodians and outside professionals Maintain accurate records and documentation Help improve office systems and client processes Qualifications Minimum two years of experience in financial services Strong interpersonal and communication skills Excellent organizational and multitasking abilities Self-starter with strong work ethic Comfortable speaking with clients by phone and in person Strong technology skills (Microsoft Office, CRM systems, AI tools) Detail-oriented with high professional standards Preferred Series 7, SIE, Series 66/63 or willingness to obtain Banking, brokerage, insurance, or wealth management experience Bachelor's degree in finance, Business, Economics or related field What Makes This Opportunity Different This is not an entry-level administrative position. You'll work alongside one of the area's most established advisory teams and gain exposure to: Investment management Tax-efficient wealth strategies High-net-worth client relationships Practice management You’ll receive mentorship, real-world experience, and the opportunity to grow professionally while contributing meaningfully to the success of the practice. Compensation Performance bonuses Opportunity to earn additional compensation through business development Exceptional performers may have the opportunity to transition into a Financial Advisor role with substantial long-term earning potential. Who Will Thrive Here We’re looking for someone who is: Ambitious and entrepreneurial Personable and enjoys working with people Highly organized Curious and eager to learn Comfortable with both sales and operations Interested in building a long-term career in wealth management #J-18808-Ljbffr Geller Private Wealth &Partners