Wealth Planning Associate: Retirement & Estate Strategy
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-08-27
Listing for:
LE0306 NorthCoast Asset Management, LLC
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
North Coast Asset Management is seeking an Associate Wealth Advisor to join our team in Stamford. The role focuses on planning‑centric wealth advice, partnering with Wealth Advisors to maintain client relationships, and participating in the financial planning process.
You will develop financial plans, advise on tax/estate/insurance planning, and help implement holistic investment strategies while collaborating with the Portfolio Management team and leveraging our tech stack including CRM.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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