Associate Wealth Advisor

This position will play a vital role in supporting Wealth Advisors by providing administrative, financial, technical, and organizational services.

Responsibilities

Supporting Wealth Advisors in delivering services to clients, with the potential to lead less complex client relationships.

Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.

Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.

Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.

Updating trade sheets during investment implementations and providing support as needed across client teams.

Qualifications & Requirements

Bachelor's degree

CFP designation

Family Office Experience, a plus

4-6 years of relevant experience

Proficiency in Microsoft Office, especially Excel

Strong integrity and ability to maintain confidentiality.

Excellent team player with strong communication skills

Detail-oriented with excellent analytical and organizational abilities.

A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Competencies

Advanced knowledge of financial planning concepts and processes

Strong understanding of investment offering, investment analysis, and building client portfolios

Developing others

Relationship/Practice Management

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