Associate - Emerging Wealth Management Firm

Wealth Management AssociateClient‑Focused | Analytical | Growing Firm EnvironmentAbout the FirmA relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.About the RoleAs a Wealth Management Associate, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.Key ResponsibilitiesClient & Advisor SupportJoin client meetings, take notes, and manage follow‑up action itemsProvide high‑level client communication and relationship supportSupport onboarding of new clients and ongoing relationship developmentAct as a project manager to help Senior Advisors execute on business‑unit prioritiesOperations & Client ServiceManage CRM workflows, updates, and task trackingHandle account paperwork, transfers, updates, and custodian communicationCoordinate with broker‑dealers and external partnersPrepare meeting agendas, client presentations, and supporting documentsFinancial Planning & Investment SupportCollect and review client financial documents for planning accuracyTrack planning‑related tasks and update workflows as neededIdentify opportunities to improve financial planning processesAssist with insurance proposals (life, disability, long‑term care)Who Thrives HereAnalytical thinkers who enjoy solving complex problemsIndividuals who take ownership and 'lean in' to challengesProfessionals who value accuracy, high standards, and operational excellenceTeam‑oriented communicators who appreciate a supportive and growing environmentWhat This Role OffersBroad exposure to the full wealth‑management processFuture opportunities to work directly with clients as an advisorStrong emphasis on work‑life balanceSupport for FINRA licensing and CFP® coursework

Salary : $90,000 - $120,000