Associate Wealth Advisor

A leading private wealth management firm is seeking an Associate Wealth Advisor to support the development of new relationships with ultra-high-net-worth individuals and families. This is a business development role focused on sourcing and cultivating prospective clients, supporting senior advisors through the sales process, and helping convert qualified opportunities into long-term client relationships.

Responsibilities

• Partner with senior wealth advisors to develop and execute strategies for identifying and engaging prospective clients.
• Source and qualify new business opportunities through direct outreach, referrals, networking, and other lead channels.
• Prepare prospect profiles, presentations, meeting materials, and supporting analyses.
• Conduct due diligence on prospective clients and referral sources.
• Build relationships with prospective clients, centers of influence, and industry professionals.
• Attend networking events, conferences, and prospective client meetings.
• Coordinate with investment, wealth planning, family office, and client advisory specialists throughout the business development process.
• Develop proficiency in asset allocation modeling, portfolio analysis, fixed income strategies, and tax-transition planning.
• Support the internal review and approval process for new relationships.
• Manage the transition of new clients to the appropriate advisory team.
• Maintain accurate and timely prospect activity in Salesforce.
• Travel as needed for conferences and client meetings.

Qualifications

• MBA required; CFA preferred.
• Five or more years of experience in financial services preferred, with exposure to wealth management, investment management, investment banking, or a related field.
• Demonstrated interest in business development and relationship building within private wealth management.
• Willingness to obtain Series 7 and Series 66 licenses.
• Strong written, verbal, and presentation skills.
• Excellent attention to detail, organization, and follow-through.
• Ability to manage multiple priorities in a fast-paced, collaborative environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Bring your financial services experience into a highly visible private wealth business development role.