Financial Advisor-Wealth Management

Position Summary

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.

Key Responsibilities

Investment & Wealth Management Support

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

Client Service & Relationship Management

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

Team Collaboration & Professional Development

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

Business Growth & Advisor Development

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

Ideal Candidate Profile

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.

Ideal candidates may include:

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

Qualifications

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

Career Growth Opportunity

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.

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

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