Associate Wealth Advisor
An established boutique wealth management firm is seeking an Associate Wealth Advisor to join their team. This role involves working closely with senior advisors and leadership to build strong client relationships, deliver customized financial planning solutions, and support business growth. The position offers significant professional development opportunities, direct client interaction from day one, and a flexible work schedule.
Key Responsibilities:
Build and maintain strong relationships with high-net-worth (HNW) clients by assessing financial needs, long-term goals, and risk tolerance.
Coordinate and lead client meetings, including preparation, participation, CRM documentation, and follow-up communication.
Develop and implement comprehensive financial plans covering investment strategy, retirement planning, estate planning, and tax-efficient wealth management.
Conduct ongoing portfolio reviews and maintain consistent client communication to enhance relationships.
Identify and pursue business development opportunities through referrals, networking, and proactive outreach.
Remain informed on evolving market trends, regulatory changes, and financial planning best practices.
Work cross-functionally with internal teams to ensure an integrated and high-quality client experience.
Qualifications:
4–7 years of experience in wealth management, financial planning, or a related financial services role.
Certified Financial Planner (CFP®) designation preferred or actively pursuing certification.
Deep understanding of investment vehicles, estate planning, retirement strategies, tax-efficient planning, and financial regulations.
Strong interpersonal and communication skills; client-centered mindset.
Ability to work independently and collaborate effectively with colleagues.
FINRA Series 65 or 66 preferred.
Familiarity with major custodial platforms (e.g., Fidelity or similar) is a plus.
Proficient in Microsoft Office Suite and Google Workspace.
Experience with CRM systems (e.g., Junxure or similar) and virtual meeting tools is a plus.