Associate Wealth Advisor, UHNW
Core
Associate Wealth Advisor supporting Senior Advisors in delivering comprehensive financial planning, investment management, tax, and estate planning to ultra-high-net-worth families.
Role type
Associate Wealth Advisor (developmental IC)
Builds
Integrated financial solutions and comprehensive financial plans for UHNW clients
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Client relationship management, Compliance knowledge, Financial analysis, Portfolio review, Financial software proficiency
Preferred skills
Sales aptitude, Entrepreneurial spirit, Master's degree, CFA/ChFC/PFS/CIC designations
Technologies
Financial planning software
Responsibilities
Prepare comprehensive financial plans reflecting client goals and circumstances, Collaborate with internal partners (portfolio management, tax, estate) to deliver integrated offerings, Anticipate Senior Advisor needs and manage pre/post-meeting deliverables, Participate in client meetings to ensure high-touch experience, Build technical and relational capabilities with expectation of increased client ownership, Translate complex financial concepts into client-friendly materials, Ensure adherence to compliance and regulatory policies
Seniority
Associate (Developmental, supporting Senior Advisor)
