Associate Advisor: Wealth Planning & Client Service

UNAVAILABLE; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Park Avenue Capital, a wealth management firm, seeks an Associate Advisor to support lead advisors, prepare for client meetings, coordinate service activities, and help implement financial planning recommendations.

The ideal candidate is organized, relationship oriented, and passionate about helping clients achieve financial goals. Great growth potential in wealth management and client relationship management.

Qualifications

• Bachelor’s degree in a related field or equivalent professional experience.
• 1–5 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

Verbal and written communication

Confidentiality & judgment

Organizational skills

Analytical thinking

Prioritization

MS Office proficiency

Growth mindset

Client service excellence

Education

Bachelor's degree in Finance/Economics/Accounting/Financial Planning or related field

1–5 years in wealth management or financial planning

CFP/CPWA pursuit or designation

FINRA Series 7 & Series 63/65 license (or ability to obtain in 120 days)

Life & Health Insurance License (or ability to obtain in 120 days)

Job description

Park Avenue Capital, a wealth management firm, seeks an Associate Advisor to support lead advisors, prepare for client meetings, coordinate service activities, and help implement financial planning recommendations.

The ideal candidate is organized, relationship oriented, and passionate about helping clients achieve financial goals. Great growth potential in wealth management and client relationship management.