Associate Advisor — Wealth Management & Client Strategy

AlTi Tiedemann Global

New York (NY)

On-site

USD 75,000 - 105,000

Full time

7 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

AlTi Tiedemann Global in Miami is seeking an Associate Advisor to support senior team members in discretionary investment management and wealth planning, helping clients meet their financial goals. You will prepare financial analyses, create presentations, and communicate with clients directly, with opportunities to develop and deepen client relationships across offices.

Applicants should have 1–3 years of relevant experience, fluency in Spanish, and strong Excel/PowerPoint skills; join a

Qualifications

Bachelor’s degree in economics, business, or related areas.
1–3 years of direct investment-related experience.
Professional fluency in Spanish.
Excellent written and verbal communication skills.
Strong analytical skills and attention to detail.
Proficiency in Excel, PowerPoint, and Word.

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.
Coordinate with the Firm’s internal Client Service Team to ensure requests are processed accurately and timely.
Customized client presentations including portfolio performance and planning recommendations.
Development of investment portfolio allocations and trading decisions with teammates.
Maintenance, creation, and analysis of performance reports.
Execution of investment decisions.
Client wealth forecasting and onboarding of new clients.
Business development support and opportunities for professional development.