Job Description Summary Our team is driven by a personal approach to wealth management for each client. As we grow, we are seeking an Associate Wealth Advisor who shares our long‑term vision and values. The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client‑facing capacity, is detail-oriented, demonstrates empathy, and is coachable with strong people skills. Thrive in a team‑oriented environment.Essential Duties and Responsibilities Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.Be the main point of contact for assigned client needs and ensure all client concerns are addressed.Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.Manage client referrals, ensuring smooth onboarding and integration into the firm.Conduct quarterly and annual client reviews to align financial goals.Provide updates on market trends, portfolio performance, and relevant changes that impact financial plans.Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.Assist the financial advisor by note‑taking, handling documentation, and email management.Ensure that all compliance standards are met for client documentation and communication.Actively contribute to the firm's ability to focus on high‑level strategy by handling administrative work related to client meetings.Knowledge, Skills, and Abilities Company's working structure, policies, mission, and strategiesManaged account platformsGeneral office practices, procedures, and methodsInvestment concepts, practices, and procedures used in the securities industryFinancial markets, products, and industry regulationsTrading terminologyFinancial planning softwareAI tools and agentsClient Relationship Management (CRM) softwareMicrosoft Office SuiteEffective communication (in‑person, virtual, phone, and mail)Familiarity with software applications such as Excel to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationHandle stressful situations and provide a high level of client attention in a calm and professional mannerAnalyze problems and establish solutions in a fast‑paced environmentUse appropriate interpersonal styles and communicate effectivelyWork independently and as part of a cohesive teamDemonstrate competence, dependability, and responsibilityLicenses & Certifications SIE, Series 7, Series 66, or equivalentEducation & Experience Requirements 3+ years of industry experienceWorkstyle & Travel OnsiteNone requiredCompensation The total compensation for this position includes base salary or wages, and may include additional compensation (cash or equity), discretionary bonuses, or commissions.Benefits MedicalRetirement + MatchLife InsurancePTO + Market HolidaysEqual Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#J-18808-Ljbffr