Associate Wealth Management Advisor

We have an opportunity for a detail-oriented, client-focused professional to join a collaborative, growth-minded wealth management team. This role is ideal for someone looking to deepen their experience in financial advisory services with a clear path toward becoming a Wealth Manager - no sales required. You’ll be part of a high-integrity firm that values communication, education, and delivering exceptional service through teamwork.

DUTIES & RESPONSIBILITIES

Prepare timely and accurate client meeting materials and financial reports

Join client meetings to provide documentation support and manage follow-up tasks

Respond to client inquiries with professionalism, efficiency, and care

Assist in portfolio reviews and ensure alignment with long-term client goals

Collaborate across planning, investment, and tax teams to deliver integrated service

Maintain up-to-date client records and ensure compliance with regulatory standards

Coordinate the implementation of financial recommendations and track completion

Manage meeting prep, pre-call planning, and post-meeting follow-up communications

Support firm-hosted client events with attendance and follow-through

QUALIFICATIONS

Bachelor’s degree in Finance, Business, Economics, or related field

2+ years of experience in financial services or advisory support

Series 65 or equivalent (or willingness to obtain within 6 months)

Progress toward CFP designation preferred

Strong understanding of investment and financial planning principles

Excellent interpersonal and written communication skills

Highly organized with the ability to manage multiple priorities

Comfortable in team-based environments with cross-functional collaboration

Proficient in CRM systems and financial software tools

This is a salaried, non-sales role offering a direct path to future advancement in client advisory.

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