Job Description

Salary : $95,000–$105,000

Job Summary :
The role of a Wealth Management Associate is to administratively support the Investment Analyst and Senior Advisors and to facilitate the basics of managing client portfolios and planning. This role is task driven under the direction of the Investment Analyst and Senior Advisors on each client engagement. Associates are responsible for functions such as analysis, planning, meeting materials and follow-up, client-requested transactions, and general support.

Key Responsibilities:

• Work directly with Investment Analyst and Senior Advisors to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.
• Work directly with Investment Analyst and Senior Advisors to implement and monitor target asset allocations manually or using rebalancing software
• Review assigned portfolios to ensure alignment with client investment objectives
• Perform client account setup, funding, and account configuration in all software systems (internal and external)
• Perform cash and liquidity management for client accounts (e.g. ACH, journals, wires, check requests, RMDs, etc.)
• Schedule and attend client meetings in a supporting and/or learning role
• Prepare and review client meeting materials for presentation

What We’re Looking For

• 5+ years experience in investment analysis or portfolio research
• Bachelor’s degree in Finance, Math, Accounting, Statistics (MBA a plus)
• Series 65 required or ability to obtain within 90 days
• Strong understanding of financial products and portfolio construction

About the Company : 
Our client is an independent, fee-only private wealth management firm with expertise in retirement planning and qualified retirement plans. We serve both retail and institutional clients, delivering fiduciary-focused investment management, retirement plan consulting, and comprehensive wealth planning solutions.

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