What are the responsibilities and job description for the Associate Investment Adviser position at Drive Wealth Advisers?
Associate Investment Adviser
Drive Wealth Advisers
About Us:
At Drive Wealth Advisers, we provide personalized financial guidance and sophisticated investment strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. We are seeking a highly motivated Associate Investment Adviser to support our team in managing client relationships, executing financial plans, and ensuring seamless portfolio management. This role is ideal for a detail-oriented and analytical professional with a strong technical background in investment advisory, financial planning, and portfolio analysis.
Key Responsibilities:
- Assist the team in managing a book of HNW & UHNW clients.
- Prepare comprehensive performance reports for client review meetings.
- Develop and update client portfolio allocation designs for meetings with clients and prospects.
- Manage client materials and update portfolio designs under the direction of the lead adviser.
- Track and execute action items from client meetings in coordination with the service and trading team.
- Handle client requests and inquiries promptly and professionally.
- Support financial modeling and forecasting for client-driven planning initiatives.
- Assist in managing the pipeline of prospective clients and new revenue opportunities.
Ideal Experience & Skill Sets:
- Bachelor's degree in finance, economics, or a related field.
- Series 65 License or equivalent.
- Prior financial planning experience.
- Proficiency with Addepar, Salesforce, and eMoney.
- Strong understanding of public and alternative (private) markets.
- Knowledge of trusts, estates, and income tax rules.
- Advanced Excel skills, with strong financial modeling capabilities.
- Excellent communication and interpersonal skills.
- Strong technical advisory expertise; sales and prospecting skills are not a primary focus.
Compensation & Benefits:
- Total cash compensation: $100K - $120K (base salary individual bonus profit-sharing variable compensation).
- Health, dental, and vision insurance (50% subsidized for full family coverage).
- 401(k) plan with a safe harbor match.
- 15 PTO days paid market holidays (plus additional bonus holidays).
If you are a highly skilled and analytical investment professional seeking to work in a dynamic, client-focused environment, we encourage you to apply and grow with Drive Wealth Advisers.
Job Type: Full-time
Pay: $100,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
Compensation Package:
- Bonus opportunities
- Profit sharing
Work Location: In person
Salary : $100,000 - $120,000