Associate Wealth Management Advisor

Compensation: $70K –$90K Base Salary + Bonus + Benefits

Position Overview:

Our client is a successful, growing wealth management firm specializing in helping technology professionals and high-net-worth families navigate complex financial decisions with confidence and optimism. With approximately $1 billion in assets under management, the firm takes a highly personalized approach to financial planning, serving a select group of clients through meaningful, long-term relationships.

The firm is seeking a motivated, detail-oriented Associate Wealth Management Advisor who is excited to learn, grow, and build a rewarding career in wealth management. This is an exceptional opportunity for someone early in their career, a recent graduate, or an individual transitioning into financial services who wants to develop the technical expertise, client relationship skills, and confidence to become a successful Lead Wealth Management Advisor.

Working alongside experienced CFP® professionals in a collaborative team environment, this individual will gain hands‑on exposure to sophisticated financial planning, investment management, equity compensation, and the unique needs of high‑net‑worth clients. The firm is deeply committed to developing its people and offers a clear career path toward becoming a Lead Wealth Management Advisor, with the potential for long‑term leadership and partnership opportunities.

This is an opportunity to learn the business from the ground up, work with an exceptional team, and build a meaningful and financially rewarding career.

Key Responsibilities:

• Partner closely with experienced Advisors to support comprehensive financial planning and wealth management for high‑net‑worth clients
• Prepare for client meetings, including gathering information, reviewing financial plans, developing agendas, and organizing planning deliverables
• Participate in client meetings alongside senior advisors, gaining exposure to client relationships, financial planning strategies, and the advisory process
• Document meeting discussions, identify action items, and ensure accurate and timely follow‑through by the team
• Generate financial planning analysis and recommendations involving investments, retirement, tax strategies, equity compensation, and other complex financial matters
• Work directly with clients to help them implement recommendations identified through the financial planning process

Client Experience & Relationship Development:

• Support the delivery of a highly personalized, thoughtful, and responsive client experience
• Serve as a dedicated point of contact for clients, building strong relationships, and answering their questions, planning needs, and ongoing service requests
• Help clients understand their financial plans and feel confident about the decisions they are making
• Collaborate with the advisory team to ensure client needs are addressed
• Develop the communication skills, technical knowledge, and confidence necessary to personally own more client‑facing responsibilities

Team Collaboration & Operational Excellence:

• Work within a collaborative advisory team structure, partnering with Lead Advisors and other financial planning professionals
• Maintain accurate client records, meeting notes, financial planning documentation, and follow‑up activities
• Leverage technology and AI‑enabled tools to enhance efficiency, organization, and the client experience
• Demonstrate exceptional attention to detail, accountability, a growth mindset and ownership of responsibilities

Professional Development & Career Growth:

• Actively pursue required industry licensing, with the expectation of completing licensing examinations within the first 90 days
• Work toward earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation within approximately…