Associate Wealth Advisor

Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.

Why join this team?

• Competitive pay with a base salary range of $63,000 – $108,000 annually
• Eligibility for incentive-based compensation programs
• Innovative, collaborative workplace with strong work-life balance
• Ongoing professional development, training, and growth opportunities
• Inclusive culture committed to diversity and community engagement

Requirements

• Bachelor’s degree
• 2+ years of experience in financial planning, accounting, legal, or related professional services
• Series 65 or CFP required

What you’ll do

• Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients
• Prepare customized financial plans and portfolios through research and solution analysis
• Support client needs by executing requests, updating records, and following up on open items
• Help retain and grow meaningful client relationships through ongoing support and engagement
• Partner with the team during the sales process to develop new client relationships
• Build proficiency in investment and financial planning software tools

Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.