Senior Wealth Management Associate

About the Company

An established and growing wealth management firm is expanding its team and seeking a Senior Wealth Management Associate to support high-net-worth individuals, families, endowments, and foundations. This role offers strong visibility, meaningful client interaction, and a clear path for long-term career growth—either within client service/team operations or toward becoming a Wealth Manager (Advisor)

About the Role

If you’re looking to leverage your background in financial planning and client service within a collaborative, client-focused environment that values proactive, holistic planning, this could be an excellent next step in your career. This team operates in a hybrid work environment, with employees in the office three days per week (Tuesday–Thursday, 8:00 AM–5:00 PM) and remote flexibility the remaining days.

Responsibilities

• Serve as a primary point of contact for clients, outside advisors (CPAs, attorneys), and custodians
• Participate in client meetings, including managing agendas, taking notes, preparing follow-up summaries, and tracking action items
• Utilize financial planning tools to analyze and support recommendations related to cash flow, long-term planning, and asset allocation
• Prepare analyses to support client decisions around insurance (life, disability, LTC), education funding, and debt management
• Coordinate and delegate workflow to Client Service Associates
• Oversee annual tax reporting processes and collaborate with external CPAs
• Review and manage documentation for client onboarding, implementation, and ongoing account maintenance
• Coordinate client engagement touchpoints, including communications, anniversaries, and client appreciation efforts

Qualifications

• 5+ years of experience in wealth management, ideally within an RIA environment
• Series 65 license, or willingness to obtain within 12 months (sponsorship available)
• FPQP designation or progress toward CFP (or willingness to obtain within 12 months)
• Bachelor’s degree required
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience with CRM and financial planning tools such as Salesforce, eMoney, or Tamarac is a plus
• Strong communication, organizational, and relationship management skills
• Proven ability to delegate, think critically, problem-solve, and manage multiple priorities

Pay range and compensation package:

• Base Salary: Typically $100,000 – $120,000, depending on experience
• Bonus: Annual performance-based bonus
• Additional Incentives: Eligibility for new business incentive programs (for licensed professionals)

Comprehensive benefits package includes:

• Fully covered medical, dental, and vision insurance
• Short-term and long-term disability and life insurance
• 401(k) with 100% company match up to 4%
• Opportunity for equity participation
• Generous paid time off (20–28 days, based on tenure), plus holidays and volunteer day
• Full reimbursement for professional development, licensing, and certifications
• Formal mentoring and career development programs
• Transit or parking subsidy
• Wellness reimbursement
• 12 weeks of paid parental leave
• Long-term rewards including sabbaticals and anniversary bonuses