Associate Wealth Advisor
On-siteWayne, Pennsylvania, United States
Wayne, Pennsylvania, United StatesOn-siteFull TimeEntry LevelBachelors DegreeMedium
Full TimeEntry LevelBachelors DegreeMedium
Job Summary
Associate Wealth Advisor supports Wealth Advisor in delivering services to high- and ultra-high-net-worth clients, assists in preparing client financial plans and investments, documents discussions, drives client follow-up, mentors others, and progresses toward greater independence in client execution and relationship management. The role requires a solid understanding of wealth, investment, and financial planning processes, and involves working onsite with a focus on client relationships and onboarding processes.
Required Qualifications
- Bachelor’s degree
- 3-6 years’ experience
- CFP or CFA required
- Advanced knowledge of financial planning concepts and processes
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
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