Associate Wealth Advisor

Interested? Connect with me on LinkedIn - Mahmoud Adam, CPA - and send me your resume directly!

💰 Associate Wealth Advisor | $80K–$95K + Discretionary Bonus 📍 Hybrid 🚀 Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth

I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies.

They're looking for an Associate Wealth Advisor to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships.

This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience.

The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships.

💡 What You'll Do

• Partner directly with senior advisors to support financial planning and wealth management initiatives
• Build customized financial plans and investment strategies using industry-specific planning software
• Participate in client meetings, prepare agendas, take notes, and manage follow-up action items
• Review financial documents, including income, expenses, insurance policies, and investment information
• Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts
• Support insurance planning, including life, disability, and long-term care proposals
• Manage client onboarding, account openings, transfers, and ongoing account maintenance
• Maintain CRM records and coordinate with custodians, broker-dealers, and external partners
• Help improve financial planning workflows, client reporting, and overall operational processes

🧠 Who They're Looking For

• 1–3+ years of experience within a wealth management or financial advisory firm
• Background in client services, wealth management operations, investment management, financial planning, or client strategy
• Strong analytical skills with the ability to work confidently with spreadsheets and financial data
• Experience supporting financial advisors and managing client relationships
• Proficiency with Microsoft Excel and Google Sheets
• Experience with Schwab and Orion strongly preferred
• Familiarity with eMoney, Redtail, or AssetMark is a plus
• Strong attention to detail and the ability to identify and correct discrepancies
• Excellent communication skills, professionalism, and a team-oriented mindset
• Bachelor's degree required

Series 7, 65, 66, CFP®, ChFC®, or similar credentials are a plus, but not required.

🌟 Why This Opportunity Stands Out

• 💰 $80K–$95K base salary + discretionary bonus
• 🤝 Direct mentorship and exposure to founding members and senior wealth advisors
• 📈 Opportunity to develop across financial planning, investment management, and client advisory
• 🚀 Potential to work directly with and eventually manage your own client relationships
• 📚 Company-sponsored FINRA licensing exams and support for CFP® studies
• ⚖️ Strong emphasis on work-life balance
• 🙌 Supportive, collaborative team environment with approachable leadership
• 🌱 Opportunity to grow alongside an expanding wealth management firm