Wealth Management Associate

We are looking for a driven and detail-oriented Wealth Management Associate to join our dynamic and growing team. This role offers an exceptional opportunity for someone eager to deepen their expertise in portfolio construction, asset allocation, and client relationship management, while learning directly from experienced investment professionals.

The ideal candidate will bring a solid foundation in finance and data analysis, paired with a client-centric mindset. You will play a key role in supporting the development and implementation of investment and financial planning strategies, while helping to deliver exceptional service to high-net-worth clients.

Key Responsibilities

• Partner with advisors to support clients throughout the entire relationship lifecycle-from prospecting and onboarding to ongoing portfolio and financial plan management
• Develop compelling investment proposals, portfolio analyses, and research materials tailored to client needs
• Collaborate with advisors, client service, and investment teams to deliver integrated investment solutions
• Contribute to portfolio construction and conduct investment research aligned with client objectives
• Monitor and manage client accounts, transactions, and reporting to ensure accuracy and timeliness
• Stay informed on market trends, investment products, and planning strategies to enhance client conversations and inform recommendations
• Identify opportunities to improve operational efficiency and strengthen client engagement

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field
• 1-2 years of experience in financial services (internships considered), or relevant academic background with strong aptitude for on-the-job learning
• Solid analytical and quantitative skills, including proficiency in Excel and financial modeling
• Self-motivated, coachable, and eager to grow professionally
• Excellent communication skills and a collaborative, team-oriented approach
• High level of professionalism and discretion in handling sensitive information
• Familiarity with Bloomberg Terminal and portfolio management software is a plus
• Series 65 license is a plus but not required; it may be obtained shortly after hire