Wealth Advisor Associate

Wealth Advisor Associate

About the Company

Join a premier investment advisor and manager dedicated to delivering sophisticated financial solutions.

Industry

Investment Management

Type

Privately Held

About the Role

We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division. This is a fantastic opportunity for early-career financial professionals eager to advance their careers in a client-centric advisory environment. You will collaborate closely with seasoned advisors and experts, providing comprehensive financial advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Key Responsibilities :

• Prepare materials for client meetings.
• Engage in client communications and support ongoing client relationships.
• Assist in business development initiatives to attract new clients.

This role promises practical client exposure, structured professional development, and a defined pathway to lead advisory positions in the future. Ideal candidates will have 2-5 years of relevant experience in wealth management, financial planning, or private banking, with a focus on HNW / UHNW clients preferred. A CFP® certification or coursework completion is highly desirable, as well as a Series 65 or equivalent certification.

A Bachelor’s degree in finance, economics, or a related field is required. The successful candidate will demonstrate excellent communication skills, strong organizational capabilities, and an entrepreneurial mindset, along with a genuine interest in learning from industry leaders. If you are eager to contribute to a collaborative, high-performance team, we want to hear from you!

Travel Percent

Less than 10%

Functions