Associate Vice President and Wealth Advisor
About the Company
Premier investment advisor & manager
Industry
Investment Management
Type
Privately Held
About the Role
The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow their careers within a sophisticated, client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. Responsibilities include preparing client meeting materials, participating in client communications, and assisting in new business development efforts. The role offers hands-on client exposure, structured professional development, and a clear path to future lead advisory roles. Applicants should have 2-5 years of experience in wealth management, financial planning, private banking, or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP® certification or coursework completion is strongly preferred, as is a Series 65 or equivalent. A Bachelor's degree is required, with a preference for finance, economics, or business-related disciplines. The ideal candidate will have excellent communication and relationship-building skills, strong organizational abilities, and an entrepreneurial spirit with a desire to grow within the firm. The role also requires an interest in learning from seasoned industry leaders and a commitment to contributing to a collaborative, high-performance team environment.
Travel Percent
Less than 10%
Functions
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