Associate Wealth Advisor

Develop and present comprehensive financial plans and collaborate with Wealth Advisors to maintain and enhance client relationships. Lead delivery of retirement, tax, estate, and investment planning; identify advanced planning opportunities; master FPW’s investment philosophy; create holistic investment strategies and monitor risk tolerance; partner with Portfolio Management to approve portfolios and perform tax loss harvesting; independently lead client communications and ensure diligent documentation in the CRM; serve as day-to-day client contact and support advisory team planning, billing, and compliance; contribute to business development and lead select client relationships while aligning with the firm’s strategic priorities.