Associate Wealth Advisor

This opportunity is with a boutique Registered Investment Advisory that focuses on family values and has the culture of a team environment where everyone is working together to provide complex financial planning and investment management solutions to ultra high net worth families.

The Associate Wealth Advisor will be responsible for both relationship management as well as business development.  They will spend the majority of their time (75%) providing first class service maintaining client accounts and acting as the primary point of contact.  They will participate in client meetings and when appropriate will work with team members and specialists.  The Associate Wealth Advisor will work closely with the Senior Wealth Advisor developing and maintaining relationships with centers of influence, prospects and clients.  They will source clients for referrals, participate in networking groups, and attend community networking events with the purpose to increase the firms revenue and assets under management by bringing in new clients.