Associate Advisor Wealth Management Firm

Position: Associate Advisor Reputable Wealth Management Firm!
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via Linked In or email to start a conversation.

A well-established Wealth Management firm is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for a financial services professional with 4+ years of experience and exposure to financial planning who is looking to take on greater client responsibility and grow within a high-touch advisory environment.

The Associate Advisor will work closely with clients and senior advisors across wealth planning, investment management, and day-to-day client service. This person will have meaningful exposure to client relationships and the opportunity to participate in client meetings while working within a small, team-oriented environment.

Key Responsibilities:

Build strong client relationships and serve as a trusted point of contact for ongoing needs

Prepare for and participate in client meetings, including follow-up and action items

Coordinate client requests, account activity, transfers, trades, and other financial transactions

Assist with investment portfolio monitoring and implementation of client investment strategies

Support comprehensive financial planning across retirement, tax, estate, education, cash flow, and other planning areas

Maintain accurate client records and ensure work is completed thoroughly and on schedule

Partner closely with advisors and internal teams to deliver a seamless client experience

Contribute to firm initiatives, team projects, and knowledge-sharing opportunities