Associate Advisor, Wealth Management & Client Services

Park Avenue Capital; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Park Avenue Capital is seeking an Associate Advisor to assist Lead Advisors, prepare for client meetings, and coordinate ongoing service activities. The role focuses on delivering a high-quality client experience and helping implement financial planning recommendations.

The ideal candidate is organized, relationship‑driven, and eager to grow in wealth management while gaining hands-on experience in financial planning and client relationship management.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Financial Planning, or related field or equivalent experience.
• 1 to 5 years of experience in wealth management, financial planning, or investment management.
• FINRA Series 7 and Series 63/65 licenses, or ability to obtain within 120 days of hire.
• Life and Health Insurance License, or ability to obtain within 120 days of hire.
• Actively pursuing CFP® or CPWA® designation.

Responsibilities

• Serve as the Service Manager for an assigned group of client relationships.
• Support the preparation and delivery of comprehensive financial planning recommendations.
• Coordinate meeting preparation, case analysis, and follow up activities for client meetings.
• Prepare advisors for upcoming client meetings by identifying service needs and planning opportunities.
• Serve as the primary coordinator for client and prospect workflows, ensuring a seamless service experience.
• Act as the Relationship Manager for a designated group of clients.
• Maintain regular communication with clients and internal team members to support ongoing service needs.
• Assist with the implementation of financial planning and investment recommendations.
• Support business development efforts through exceptional client service and relationship management.

Skills

Relationship building

Client service

Verbal communication

Written communication

Organization

Attention to detail

Problem solving

Multitasking

MS Office

Education

Bachelor's degree in Finance or related field

Job description

Park Avenue Capital is seeking an Associate Advisor to assist Lead Advisors, prepare for client meetings, and coordinate ongoing service activities. The role focuses on delivering a high-quality client experience and helping implement financial planning recommendations.

The ideal candidate is organized, relationship‑driven, and eager to grow in wealth management while gaining hands-on experience in financial planning and client relationship management.