Private Wealth Associate

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be innovative and solutions-oriented throughout their interactions. By maintaining a high level of knowledge around investment and insurance solutions, along with monitoring global trends in planning and investing, the Private Wealth Associate adds valuable insights and suggestions to the team as well as clients.ResponsibilitiesClient Management:Serve as the primary point of contact for client relationships after the prospect onboardsFinalize proposals and other client meeting materials received from the Private Wealth AnalystsParticipate in initial plan delivery and plan implementation meetings with Private Wealth AdvisorResponsible for client implementation meetingsManage internal communications to ensure accuracy with regards to plan implementation itemsProactive and reactive communication with the client through the implementation processEvaluate Annual Review Meeting materials for opportunities and help prepare Private Wealth Advisor for Annual Review Meeting with the clientKnowledgeThe Private Wealth Associate must be a CFP®, knowledgeable in the following areas:o   Estate Planningo   Business Planningo   Charitable Giftingo   Education Fundingo   Retirement PlanningThe Private Wealth Associate must also keep up-to- date on current market commentary, macro and industry trends, and economic and tax changesCommunicationPresenceExcellent verbal and written communication skillsExcellent problem-solving skillsAbility to create and maintain systems for high volume of work, and stay organized in a fast-paced environmentStrong client service-oriented focusTeam-orientedConsistent follow-through

Created: 2025-02-21