Associate Wealth Management Advisor

Compensation: $60,000 - $80,000 base

Overview: Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience. This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters. This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Key Responsibilities: Client Experience & Execution:

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Advisor & Meeting Support:
• Prepare meeting materials, reports, and agendas
• Participate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience
• Operations & Internal Coordination:
• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

Preferred: 3-5+ years of experience in wealth management or financial services