Private Client Associate- quick path to Financial Advisor!

Boutique wealth management firm is looking to hire a Private Client Associate. This person will provide full cycle support to Senior Financial Advisors in an entrepreneurial and dynamic environment, with the goal of ramping up to a standalone advisor role over the next 4-6 months. Huge growth opportunity down the road, including inheriting a book of business, perpetuity of commissions (no cliff dates), and opportunity to earn stock in the company!

Responsibilities include:

• Provide day-to-day support to the Wealth Advisory team
• Perform research, collect data, and build client presentations
• Develop relationships with high net worth clients, establishing trust and rapport in all interactions
• Attend client meetings and take initiative on follow-up items
• Partner closely with the firm's external advisors
• Learn specific financial planning strategies to include estate planning, tax planning, and retirement planning
• Begin to source and manage an independent book of business after an initial training period

Requirements include:

• Bachelor's degree
• Prior exposure to wealth management, in either a financial advisor or support role
• Experience managing a book of business (or closely supporting) is required
• Excellent communication and presentation skills
• Prior experience interacting with high net worth clients desired
• Deadline-oriented
• Desired certifications: CFP, Series 65, Series 66

Position offers a competitive base compensation with a significant increase in total compensation after the initial training/ramp-up period is over.