Associate Advisor, Private Wealth

The Coury Firm; Pittsburgh (Allegheny County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

The Coury Firm seeks an Associate Advisor for its Private Wealth division to support Wealth Advisors in managing client relationships and financial planning services. Candidates should have 5 years of experience, strong communication skills, and preferably hold a CPA or CFP. This role involves collaboration with various internal teams to deliver comprehensive wealth management strategies to high-net-worth individuals and families.

Qualifications

• Five or more years of related experience required.
• Experience with private, high net-worth clients is preferred.
• Proficient in Microsoft Office Suite.

Responsibilities

• Support Wealth Advisors by managing client relationships and workflows.
• Prepare financial plan analyses and client meeting materials.
• Coordinate with clients' tax and legal advisors.

Skills

Communication

Problem Solving

Collaboration

Ethical Commitment

Presentation Preparation

Education

CPA/CFP preferred

Series 65 or 66

Tools

Portfolio Management Software

CRM Systems

Job description

3 days ago Be among the first 25 applicants

The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.

REPORTS TO

The Associate Advisor will report directly to the Lead Advisor or their designee.

POSITION SUMMARY

The position of Associate Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.

This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

ESSENTIAL DUTIES & RESPONSIBILITIES

The key responsibilities and description of duties described below are not intended to be all inclusive:

• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items
• Provide support for investment management clients by preparing managing meeting notes and action items
• Provide support with asset allocation and rebalancing of clients’ portfolios
• Prepare materials and presentations for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately
• Attend client meetings and manage/complete all meeting follow-up activities if needed
• Understand and coordinate income tax planning items and work closely with client tax advisors.
• Understand and coordinate estate planning items and work closely with client legal advisors.
• Understand, evaluate, and execute on delivering risk management solutions for the client.
• Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered to the client.
• Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals.
• Initiate and field clients’ calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.
• Create proposals for prospective clients
• Liaise with client’s attorneys, accountants and all client’s advisors as needed.
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

QUALIFICATIONS

The Advisor/Wealth Planner of the Firm must possess the following qualifications:

• Five (5) or more years’ related experience, with a demonstrated depth and breadth of technical knowledge and expertise
• CPA/CFP preferred; Series 65 or 66 required within 180 days of employment
• Experience working with private, high net-worth clients and/or institutional clients
• Exceptional communication (verbal and written) and presentation preparation and delivery skills
• Highly developed problem-solving ability and a willingness to drive workflow
• Ability to collaborate effectively and work well within a team structure
• Entrepreneurial instincts and proactive attitude
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Strategy/Planning, and Analyst

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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