Associate Vice President and Wealth Advisor

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

• Finance