Associate Advisor

AlTi Tiedemann Global; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global is seeking an Associate Advisor in Miami, Florida. The role involves managing client relationships and providing tailored wealth investment solutions. The candidate should possess a Bachelor’s degree, five years of investment experience, and be proficient in Spanish. Responsibilities include delivering wealth management services, preparing financial presentations, and engaging directly with clients. Join our team for a chance to grow professionally in a supportive environment.

Qualifications

• Minimum of five years of direct experience, including investment-related responsibilities.
• Ability to work within a team environment and be a self-starter.
• Experience communicating with and presenting to clients preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under supervision.
• Direct communication with clients and outside advisors.
• Customized client presentations including portfolio performance and analysis.

Skills

Proficient in Spanish

Written and verbal communication skills

Analytical skills

Organization and prioritization skills

Multi-tasking ability

Education

Bachelor’s degree in economics, business, or related areas

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Job Description

AlTi is seeking an Associate Advisor to join our team. The Associate Advisor will work directly with senior team members across offices to counsel clients across the spectrum of discretionary investment management and wealth planning to help them meet their financial goals. The Associate Advisor will be responsible for providing financial analyses, aid in the creation of financial presentations and communicate with clients directly. This is a great opportunity for someone looking to take on a proactive role in supporting and understanding client relationships.

Job Responsibilities

• Day‑to‑day delivery of Wealth Management services under the supervision of senior client team members
• Direct communication with clients and their outside advisors
• Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
• Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
• Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
• Maintenance, creation, and analysis of performance reports
• Execution of investment decisions
• Client wealth forecasting
• Onboarding of new clients
• Opportunities for professional development and education

Qualifications

• Bachelor’s degree in economics, business, or related areas
• Minimum of five years of direct experience, including investment-related responsibilities
• Professional fluency in Spanish
• Ability to work within a team environment, while also being a self‑starter
• Excellent written and verbal communication skills
• Superior analytical skills
• Ability to prioritize, be exceptionally organized, and have extreme attention to detail
• Ability to multi‑task and manage work across a wide range of clients and advisors
• High proficiency with Microsoft Excel, PowerPoint, and Word
• Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
• Experience communicating with and presenting to clients preferred