What are the responsibilities and job description for the Associate Wealth Advisor position at Advisor Business Solutions?
Our client is a well-established RIA in New York City, NY that is currently experiencing growth. The firm is looking for a reliable and detail-oriented Associate Wealth Advisor who is looking for growth to join their team. An ideal candidate will have excellent interpersonal skills and be able to conduct meetings virtually and in person with High Net-Worth and Ultra High Net-Worth clients. The team operates at a fast pace and requires high-touch communication with clients, custodians, and internal departments. The position is open to remote candidates with some travel required.
Associate Wealth Advisor Responsibilities:
· Build strong relationships with HNW clients to assess financial needs, goals, and risk tolerance.
· Manage client meetings including all meeting preparation, participate in client meetings, capture notes for CRM and follow up communication.
· Develop and implement customized financial plans, including investment strategies, retirement planning, tax-efficient wealth management, and estate planning.
· Maintain and enhance client relationships through regular communication and portfolio reviews.
· Proactively identify opportunities to grow your book of business by networking, referrals, and prospecting.
· Stay up to date with industry trends, market conditions, and financial regulations.
· Collaborate with internal teams to ensure a seamless client experience.
Qualifications:
· 2-6 years of experience in financial planning, wealth management, or a related field.
· Certified Financial Planner (CFP®) designation or currently in the process of obtaining CFP certification preferred.
· Strong knowledge of investment products, financial planning strategies, and regulatory requirements.
· Excellent interpersonal and communication skills with a client-first approach.
· Ability to work independently while also collaborating with a team.
· Series 65 or 66 licenses preferred.
· Experience with the Fidelity custodial platform is a plus.
· Experience with Microsoft Office; excel, word, powerpoint, google docs
· Strong technology skills in video chat, google docs, and Junxure is a plus
Salary: $90,000 -$120,000 in addition to a non-discretionary cash bonus depending on experience
About Us :
Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20 year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
Salary : $90,000 - $120,000
