Experienced Associate - Investment Consulting Services

The Role: This is a unique opportunity to join a growing investment consulting practice at an early stage — you'll have direct exposure to Lead Advisors and senior leadership, real ownership of client relationships, and a clear runway to grow as the team scales. Participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice; seek ongoing professional development opportunities to enhance technical, interpersonal, and business development skills.

Application Notice:

We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully—we recommend applying where you envision building your future.

The Firm:

Unlock the Boundless Horizons of Investment Consulting, Tax, Valuation, and Business Expertise with Andersen!

 

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Investment Consulting, Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

 

The Role:

This is a unique opportunity to join a growing investment consulting practice at an early stage — you'll have direct exposure to Lead Advisors and senior leadership, real ownership of client relationships, and a clear runway to grow as the team scales.

 

Associate’s primary responsibility is to support the Lead Advisors in all aspects of managing ultra-high-net-worth client relationships. This includes but is not limited to anticipating client needs, advising clients, providing operational assistance, and collaborating with all team members to seamlessly serve clients.

 

Associates should expect to perform the following:

• Develop a thorough understanding of each client’s financial situation, including their goals, time horizon, liquidity needs, and risk tolerance
• Support the Lead Advisors across all aspects of managing ultra-high-net-worth client relationships, anticipating client needs and delivering proactive, high-touch service
• Collaborate on the systematic preparation of investment recommendations, portfolio construction, and rebalancing to ensure asset allocation is aligned with the client’s goals and objectives; confirm efficient and accurate implementation
• Be able to effectively articulate the firm’s investment philosophy; adhere to our investment process, asset allocation models, and manager selection, leveraging internal resources as necessary
• Support financial planning analysis and assist with the preparation of client meeting materials and deliverables
• Develop an understanding of how trusts, LLCs, and other family entities are structured and operate, and their purpose within each client’s broader wealth plan
• Review performance reports for accuracy; develop the ability to articulate the details and concepts within the report
• Coordinate with clients’ tax and legal advisors on planning matters, including estate and wealth-transfer considerations, in partnership with the Lead Advisor
• Collaborate with the Lead Advisor to onboard new clients; assist in the opening and titling of new client accounts; confirm addition to the reporting portal
• Process and monitor client transactions, proactively communicating completion or issues with team members
• Participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice; seek ongoing professional development opportunities to enhance technical, interpersonal, and business development skills

The Requirements:

The Requirements

• 1–3 years of relevant experience in wealth management, private wealth, or financial planning
• Bachelor’s degree, preferably in Finance, Accounting, or Economics
• Experience advising or supporting ultra-high-net-worth (UHNW) clients
• Working knowledge of trusts, LLCs, and other family entities — how they are structured, how they operate, and their purpose within a wealth plan
• Background in portfolio construction and management
• Strong financial planning skills
• Highly detail-oriented and organized, with the ability to juggle multiple priorities in a fast-paced environment

• Proficiency in Excel and the broader Microsoft Office suite (Word, PowerPoint)
• Excellent written and verbal communication skills, with a client-service mindset and the discretion and professionalism appropriate for a UHNW clientele

Preferred

• Performance reporting software experience — Black Diamond preferred; Addepar experience a plus
• Alternative data management software — Arch preferred
• Financial planning software — MoneyGuidePro preferred
• Experience with Schwab as custodian
• CFA or CFP designation, or meaningful progress toward either
• Experience working with family offices — single-family, multi-family, or an outsourced/embedded family office model
• Familiarity with estate and wealth-transfer planning concepts
• Working understanding of income, gift, and estate tax as they relate to planning, and comfort coordinating with clients’ tax and legal advisors
• Exposure to alternative investments (private equity, private credit, hedge funds, direct/co-investments)

 

 

Compensation and Benefits: Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

 

Salary Range: For individuals hired to work in New York City, the expected salary range for this role is $75,200 – $106,600. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

 

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.  

 

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodation to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

 

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS