Associate, Private Wealth Financial Advisory

Base pay range

$115,000.00 / yr – $160,000.00 / yr

Our client, a global multi‑family office RIA, is currently looking for an individual to join their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra‑high net‑worth client portfolios. The team is looking for an individual highly knowledgeable within the key aspects of financial planning for ultra‑high net‑worth individuals and families.

As a Financial Advisory Associate, you’ll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high‑net‑worth and ultra‑high‑net‑worth clients. You’ll help manage portfolios, provide financial analysis, and contribute to investment and wealth‑planning strategies.

Also accepting applicants at the Senior Analyst level

Key Responsibilities

• Prepare client balance sheets and conduct asset allocation analyses.
• Monitor portfolio performance and manage quarterly reporting with accuracy and consistency.
• Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies.
• Perform ad hoc analyses to support equity planning and trust and estate planning needs.
• Assist with equity and options trading and other investment execution activities.
• Collect, organize, and manage client tax and financial documentation.
• Participate in direct private investments and gain exposure to broader family office operations.

Qualifications

Benefits

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Finance

Industries

Financial Services, Investment Management and Venture Capital and Private Equity Principals

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