Private Wealth Associate

LOCATION : Irvine, CA (Hybrid/ M - Th in office & remote Fri)

COMPENSATION : $125K - $160K base salary + bonus + benefits

Overview:

Our client is a comprehensive wealth management and insurance planning firm dedicated to helping clients “Get the most out of life.” The team delivers integrated financial planning that spans private businesses, real estate, insurance, tax strategy, cash flow planning, and long-term wealth implementation.

This firm is hiring a Private Wealth Associate serves as both a Service Advisor and Secondary Advisor, partnering closely with Lead Advisors to deliver a high-touch, comprehensive client experience. This role is responsible for managing and nurturing client relationships, supporting the implementation of financial plans, and ensuring alignment with firm planning philosophies and client goals. The position plays a critical role in coordinating across advisory, operations, and investment teams to ensure a seamless and consistent client experience. The Private Wealth Associate is also a key contributor to planning execution, client communication, and internal workflow management, bringing a proactive, detail-oriented approach to delivering value across the client lifecycle.

Key Responsibilities:

• Serve as secondary advisor and primary point of contact for a segment of client households, delivering ongoing service and relationship management

• Conduct client review meetings, check-ins, and implementation discussions in partnership with Lead Advisors

• Respond to client inquiries and proactively communicate updates related to financial planning and account activity

• Support execution and implementation of financial plans, ensuring alignment with client goals and firm philosophy

• Collaborate with advisors to develop tailored planning strategies and solutions

• Act as a technical planning resource to analysts, providing guidance on planning strategies, tools, and best practices

• Review financial plans and deliverables for accuracy, completeness, and alignment prior to advisor presentation

• Maintain knowledge across key planning areas including retirement, tax, estate, risk management, education, and charitable planning

• Own meeting preparation process, ensuring all materials are completed accurately and on time

• Review meeting notes, identify action items, and delegate tasks across team members

• Oversee execution of complex implementation tasks, ensuring completion and accountability

• Maintain and update client planning roadmaps, prioritizing tasks based on urgency and client needs

• Ensure accurate internal communication and documentation related to client plans and activity

• Partner closely with advisors, analysts, and operations team members to deliver a seamless client experience

• Participate in team meetings and contribute to firm initiatives, process improvements, and business growth efforts

• Assist in training and mentoring junior team members, including Private Wealth Analysts and Associates

• Identify opportunities to improve workflows, efficiency, and overall client service delivery

Qualifications:

• Bachelor’s degree in Finance, Business, or related field preferred

• 3+ years of experience in wealth management, financial planning, or client service within financial services

• Strong understanding of financial planning concepts and wealth management strategies

• CFP designation or progress toward certification strongly preferred

• Exceptional communication and interpersonal skills with a client-first mindset

• High attention to detail with strong organizational and time management abilities

• Ability to manage multiple priorities in a fast-paced, team-oriented environment

• Proficiency with CRM systems, financial planning software, and Microsoft Office Suite