Associate Wealth Advisor

Leeds Professional Resources; Naples (ID); On-site; USD 110,000 - 160,000; Full time

Job summary

Leeds Professional Resources is assisting a leading private wealth management firm in the search for an Associate Wealth Advisor. The role focuses on sourcing and cultivating prospective UHNW clients, supporting senior advisors through the sales cycle, and converting opportunities into lasting relationships.

You will work with senior wealth advisors to identify targets, prepare materials, and conduct due diligence, while collaborating with investment, wealth planning, and client advisory

Qualifications

• MBA required; CFA preferred.
• Five or more years of experience in financial services preferred, with exposure to wealth management or related fields.
• Willingness to obtain Series 7 and Series 66 licenses.
• Strong written, verbal, and presentation skills.
• Proficiency with MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

• Partner with senior wealth advisors to develop and execute strategies for identifying and engaging prospective clients.
• Source and qualify new business opportunities through direct outreach, referrals, networking, and other lead channels.
• Prepare prospect profiles, presentations, meeting materials, and supporting analyses.
• Conduct due diligence on prospective clients and referral sources.
• Build relationships with prospective clients, centers of influence, and industry professionals.
• Attend networking events, conferences, and prospective client meetings.
• Coordinate with investment, wealth planning, family office, and client advisory specialists throughout the business development process.
• Develop proficiency in asset allocation modeling, portfolio analysis, fixed income strategies, and tax-transition planning.
• Support the internal review and approval process for new relationships.
• Manage the transition of new clients to the appropriate advisory team.
• Maintain accurate and timely prospect activity in Salesforce.
• Travel as needed for conferences and client meetings.

Skills

Business development

Relationship building

Presentation skills

Multitasking

Attention to detail

Communication skills

Education

MBA

CFA

Tools

Salesforce

Microsoft Office

PowerPoint

Job description

A leading private wealth management firm is seeking an Associate Wealth Advisor to support the development of new relationships with ultra-high-net-worth individuals and families. This is a business development role focused on sourcing and cultivating prospective clients, supporting senior advisors through the sales process, and helping convert qualified opportunities into long-term client relationships.

Responsibilities

• Partner with senior wealth advisors to develop and execute strategies for identifying and engaging prospective clients.
• Source and qualify new business opportunities through direct outreach, referrals, networking, and other lead channels.
• Prepare prospect profiles, presentations, meeting materials, and supporting analyses.
• Conduct due diligence on prospective clients and referral sources.
• Build relationships with prospective clients, centers of influence, and industry professionals.
• Attend networking events, conferences, and prospective client meetings.
• Coordinate with investment, wealth planning, family office, and client advisory specialists throughout the business development process.
• Develop proficiency in asset allocation modeling, portfolio analysis, fixed income strategies, and tax-transition planning.
• Support the internal review and approval process for new relationships.
• Manage the transition of new clients to the appropriate advisory team.
• Maintain accurate and timely prospect activity in Salesforce.
• Travel as needed for conferences and client meetings.

Qualifications

• MBA required; CFA preferred.
• Five or more years of experience in financial services preferred, with exposure to wealth management, investment management, investment banking, or a related field.
• Demonstrated interest in business development and relationship building within private wealth management.
• Willingness to obtain Series 7 and Series 66 licenses.
• Strong written, verbal, and presentation skills.
• Excellent attention to detail, organization, and follow-through.
• Ability to manage multiple priorities in a fast-paced, collaborative environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Bring your financial services experience into a highly visible private wealth business development role.