Associate Wealth Advisor (Tampa, FL)
Core
Associate Wealth Advisor supporting Senior Advisors in delivering comprehensive financial planning, investment management, tax, and estate planning solutions to ultra-high-net-worth families.
Role type
Associate Wealth Advisor (Developmental IC)
Builds
Integrated financial plans and client relationships for ultra-high-net-worth families
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Client relationship management, Compliance knowledge, Financial analysis, Portfolio review, Regulatory adherence
Preferred skills
Sales aptitude, Entrepreneurial spirit, Growth mindset, Travel flexibility
Technologies
Financial planning software
Responsibilities
Anticipate Senior Advisor needs and manage pre/post-meeting deliverables; Prepare comprehensive financial plans reflecting client goals; Collaborate with internal partners (portfolio, tax, estate) to deliver integrated solutions; 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)