Wealth Management Associate
Firm Overview
They are a nationally recognized wealth management and multifamily office serving high-net-worth individuals, families, and family offices. Founded over two decades ago, they manage billions in client assets and operate under the fiduciary standard as a Registered Investment Advisor. Their firm specializes in holistic financial planning, legacy strategies, and access to institutional-quality investment opportunities, including alternatives and private markets.
With offices in major financial hubs across the U.S., they combine boutique, high-touch service with advanced technology to deliver a seamless client experience. Their advisors and leadership team have been consistently recognized by leading industry publications for excellence in wealth management. We pride ourselves on a culture of integrity, innovation, and continuous improvement, ensuring that every client receives personalized strategies designed for today, tomorrow, and generations to come.
Position Overview
As a Financial Advisor, you will play a pivotal role in guiding clients through complex financial decisions and building lasting relationships. This position is ideal for seasoned professionals who bring experience, expertise, and a strong commitment to client service. You will have access to advanced tools, resources, and a supportive team environment to help you grow your practice and deliver exceptional results.
Key Responsibilities
- Develop and maintain strong, long-term client relationships built on trust and transparency
- Provide comprehensive financial planning, including investment, retirement, tax, and estate strategies
- Assess client goals and risk tolerance to deliver tailored investment solutions
- Actively manage and grow your book of business while ensuring exceptional client service
- Stay current on market trends, regulatory changes, and industry best practices
- Collaborate with internal specialists to deliver holistic wealth management solutions
- Uphold fiduciary standards and compliance requirements in all client interactions
What We're Looking For
- Minimum of 7 years of experience as a Financial Advisor
- A transferable book of business with at least $50,000 in assets
- Professional designation required: CPA or CFP
- Strong relationship-building skills and a client-first mindset
- Ability to deliver comprehensive financial planning and investment strategies