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
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.