Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc. Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm.
Responsibilities
Qualifications & Requirements
Competencies listing for Job Family
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $100,000 - $120,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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