International Search Consultants
About the Role
We are partnered with a boutique multi-family office and independent wealth advisory firm seeking an
Associate Wealth Advisor
to join their team. This role supports Senior Advisors in managing client relationships and executing complex, multi-generational wealth plans for business owners, entrepreneurs, and their families. The ideal candidate is
highly analytical , has strong financial planning literacy, thrives in a collaborative environment, and is eager to grow into a lead advisory position. Responsibilities
Support Senior Advisors in the delivery of comprehensive wealth management and planning services. Serve as project manager across: Wealth Enhancement, Transfer, and Protection, as well as Charitable Giving. Prepare client presentations, meeting materials, and customized reports. Participate in client meetings; take detailed notes, track deliverables, and ensure timely execution. Coordinate with clients’ tax, legal, and insurance professionals to implement planning recommendations. Assist with cash flow modeling, investment reporting, and performance reviews. Maintain accurate and organized client records within CRM and planning systems. Ensure all actions comply with firm policies, procedures, and regulatory standards. Qualifications
3–5 years of experience working with
UHNW individuals and/or families
in wealth management, financial planning, or investment advisory. Bachelor’s degree in finance, accounting, economics, or a related field. Active Series 63, 65, or 66 license (or ability to obtain within a defined timeframe). Strong understanding of financial planning concepts, including cash flow modeling, charitable giving, lending, and insurance. Excellent communication skills and the ability to explain complex topics clearly. High attention to detail, strong organizational skills, and professional presence. Proven ability to work collaboratively within a team environment. Preferred Skills
Experience with planning and CRM tools such as eMoney, Orion, Salesforce, or Wealthscape. Pay range and compensation package
Base pay range: $88,000.00/yr - $150,000.00/yr Other compensation: Annual Bonus Competitive salary and annual performance-based bonus. Comprehensive benefits package including medical, dental, vision, life, and disability insurance. 401(k) with company match. Generous paid time off and professional development reimbursement. Hybrid work flexibility with in-office collaboration and client meetings. Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices and strive to create workplaces that reflect the communities we serve. Seniority level
Associate Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at International Search Consultants. Medical insurance Vision insurance 401(k) Paid maternity leave Get notified when a new job is posted.
#J-18808-Ljbffr
We are partnered with a boutique multi-family office and independent wealth advisory firm seeking an
Associate Wealth Advisor
to join their team. This role supports Senior Advisors in managing client relationships and executing complex, multi-generational wealth plans for business owners, entrepreneurs, and their families. The ideal candidate is
highly analytical , has strong financial planning literacy, thrives in a collaborative environment, and is eager to grow into a lead advisory position. Responsibilities
Support Senior Advisors in the delivery of comprehensive wealth management and planning services. Serve as project manager across: Wealth Enhancement, Transfer, and Protection, as well as Charitable Giving. Prepare client presentations, meeting materials, and customized reports. Participate in client meetings; take detailed notes, track deliverables, and ensure timely execution. Coordinate with clients’ tax, legal, and insurance professionals to implement planning recommendations. Assist with cash flow modeling, investment reporting, and performance reviews. Maintain accurate and organized client records within CRM and planning systems. Ensure all actions comply with firm policies, procedures, and regulatory standards. Qualifications
3–5 years of experience working with
UHNW individuals and/or families
in wealth management, financial planning, or investment advisory. Bachelor’s degree in finance, accounting, economics, or a related field. Active Series 63, 65, or 66 license (or ability to obtain within a defined timeframe). Strong understanding of financial planning concepts, including cash flow modeling, charitable giving, lending, and insurance. Excellent communication skills and the ability to explain complex topics clearly. High attention to detail, strong organizational skills, and professional presence. Proven ability to work collaboratively within a team environment. Preferred Skills
Experience with planning and CRM tools such as eMoney, Orion, Salesforce, or Wealthscape. Pay range and compensation package
Base pay range: $88,000.00/yr - $150,000.00/yr Other compensation: Annual Bonus Competitive salary and annual performance-based bonus. Comprehensive benefits package including medical, dental, vision, life, and disability insurance. 401(k) with company match. Generous paid time off and professional development reimbursement. Hybrid work flexibility with in-office collaboration and client meetings. Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices and strive to create workplaces that reflect the communities we serve. Seniority level
Associate Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at International Search Consultants. Medical insurance Vision insurance 401(k) Paid maternity leave Get notified when a new job is posted.
#J-18808-Ljbffr