Associate Wealth Advisor

Coastal Bridge Advisors; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Bonus eligibility

Benefits

Job summary

Coastal Bridge Advisors, LLC in Charlotte, NC seeks an Associate Wealth Advisor to work closely with Wealth Advisors to support client relationships and deliver personalized wealth management services.

This role is ideal for someone analytical, proactive, and eager to develop expertise while taking on greater client-facing responsibilities; we offer collaborative environment, growth opportunities, competitive salary, and benefits.

Qualifications

• Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
• CFP designation is preferred.
• 3-5 years of experience in wealth management, financial planning, investment management, or a related financial-services environment.
• Strong analytical, organizational, and communication skills.
• Exceptional attention to detail and follow-through.

Responsibilities

• Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
• Prepare for and participate in client meetings, documenting recommendations and coordinating follow-up.
• Assist in developing and updating financial plans, analyses, and client presentations.
• Research and respond to client planning and account-related needs.
• Coordinate with investment, tax, estate, and other professionals as appropriate.

Skills

Analytical skills

Organizational skills

Communication skills

Client relationship building

Education

Bachelor's degree in finance or related field

CFP designation preferred

Tools

eMoney

Salesforce

Orion

Addepar

Custodian platforms

Job description

About Coastal Bridge Advisors

Coastal Bridge Advisors is a multi-family office and wealth advisory firm dedicated to serving high-net-worth individuals and families. We provide highly personalized, relationship-driven advice and exceptional service to help clients navigate their financial lives with clarity and confidence.

We are seeking a proactive, detail-oriented Associate Wealth Advisor Associate who thrives in a client-first environment and takes pride in delivering a personalized client experience.

Position Summary

The Associate Wealth Advisor works closely with our Wealth Advisors to support client relationships and deliver personalized wealth management services. This role is ideal for someone who is analytical, proactive, detail-oriented, and eager to develop their expertise while taking on greater client-facing and advisory responsibilities.

Key Responsibilities

Client & Advisory Support

• Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
• Prepare for and participate in client meetings, documenting recommendations and coordinating follow-up.
• Assist in developing and updating financial plans, analyses, and client presentations.
• Research and respond to client planning and account-related needs.
• Coordinate with investment, tax, estate, and other professionals as appropriate.
• Build trusted client relationships through responsive, thoughtful, and proactive service.

Financial Planning & Relationship Management

• Gather and analyze client financial information, goals, and planning needs.
• Support planning across retirement, cash flow, investments, tax, estate, insurance, and other wealth-management considerations.
• Monitor client plans and identify changes or opportunities requiring advisor attention.
• Work collaboratively across the firm to ensure client recommendations are implemented accurately and efficiently.

Qualifications

• Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
• 3-5 years of experience in wealth management, financial planning, investment management, or a related financial-services environment.
• Strong analytical, organizational, and communication skills.
• Exceptional attention to detail and follow-through.
• Ability to build relationships and communicate effectively with clients and colleagues.
• CFP designation is preferred.
• Experience with eMoney, Salesforce, Orion, Addepar, and custodian platforms is a plus.

Why Join Us?

• Join a collaborative team committed to thoughtful advice and exceptional client service.
• Work directly with experienced Wealth Advisors and high-net-worth families.
• Develop your financial-planning and relationship-management skills with increasing levels of responsibility.
• Build a long-term career in wealth management with opportunities for professional growth.
• Receive competitive salary and benefits.
• Competitive base salary and benefits, plus eligibility for a discretionary annual bonus.