Associate, Wealth Advisory

Collaborative Capital Advisors; New York (NY); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Professional development

Flexible work arrangements

Paid time off

Annual bonus

Job summary

Collaborative Capital Advisors seeks a Wealth Advisory Associate to ensure smooth client experiences across advisory relationships. You will assist senior advisors with meeting prep, planning inputs, and post-meeting follow-through, acting as a bridge between Advisory and Operations to keep the client calendar on track.

The role suits highly organized, client-focused individuals who thrive in a boutique, high-touch environment.

Qualifications

• Bachelor’s degree in business, finance, or related field is required.
• CFP, CFA, or advanced degree preferred or equivalent.
• Strong communication, integrity, and discretionary judgment are essential.

Responsibilities

• Prepare materials for senior advisors, including pre-meeting review packages and agendas.
• Own post-meeting follow-through; track actions to completion.
• Draft client-facing summaries for review by senior advisors.
• Field routine client inquiries and escalate when needed.
• Co-lead on select client relationships.
• Manage the client calendar and schedule reviews.
• Maintain CRM hygiene and update client profiles.
• Submit service requests to custodians.
• Bridge between Advisory and Operations teams; support onboarding.
• Coordinate with Operations on trade-related matters and data integrity.

Skills

Client service

Attention to detail

Organizational skills

Communication

Discretion

Proactive coordination

Education

Bachelor’s degree in business, finance, or related field

CFP, CFA, or advanced degree preferred

Tools

Microsoft Office

Schwab Advisor Center

Wealthbox

Addepar

Job description

The Wealth Advisory Associate ensures the client experience runs smoothly across the advisory relationship. You’ll support senior advisors with meeting preparation, planning inputs, and post-meeting follow-through, while serving as a critical bridge between the Advisory and Operations teams. This role keeps the operational rhythm of the client calendar on track and ensures a consistent, high-quality experience for both advisors and clients.

This role is ideal for someone who is highly organized, client-focused, and enjoys being at the center of a firm’s day-to-day advisory workflow in a boutique, high-touch environment.

Company Profile

Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions. Founded and led by a partnership with clear growth ambitions, the firm is building for scale — expanding its client base, deepening its service offering and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level.

What truly sets CCA apart is our ecosystem; the firm is supported by an advisory board and a circle of accomplished, high-profile individuals from various corners of the financial world who lend their expertise, judgment and relationships to CCA in a variety of ways. This network of distinguished backers strengthens everything from strategic direction and investment perspective to client introductions and access, giving our advisors and clients the benefit of insight and reach well beyond a firm of our size. We pride ourselves on translating that collective stature into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Key Responsibilities

Client Service & Meeting Support

• Prepare materials for senior advisors, including pre-meeting review packages, financial plan inputs, account data, and meeting agendas and outlines
• Own internal and client-facing post-meeting follow-through; document and track action items to completion
• Draft client-facing summaries for review by senior advisors
• Field routine client inquiries (e.g., account access, distribution requests, beneficiary updates, basic performance questions) and elevate as needed
• Serve as co-lead on select client relationships

Planning & Client Calendar Coordination

• Manage the operational rhythm of the client calendar and schedule reviews
• Maintain overall CRM hygiene, including logging interactions, updating client profiles, and tagging follow-ups
• Submit service requests to custodians

Advisory & Operations Coordination

• Serve as a critical bridge and liaison between the Advisory and Operations teams
• Work directly with the Operations Analyst on account administration (e.g., new account openings, asset transfers, beneficiary changes, re-registrations)
• Support the onboarding process for new clients by coordinating the handoff between the Advisory and Operations teams
• Coordinate with Operations on trade-related matters that touch the client experience
• Partner with Operations to ensure data integrity

Firm Support

• Assist the COO and Operations team during peak operational periods, such as quarterly reporting cycles, year-end tax document distribution, and annual compliance reviews

Who Will Thrive Here

• Client-service professionals who value precision, responsiveness, and high-quality work
• Individuals who enjoy being central to a firm’s advisory workflow and client experience
• Those who excel in small-team, high-standards environments
• Candidates who take ownership, think proactively, and coordinate seamlessly across teams

Qualifications

• 3-6 years of client service, advisory support, or operations experience in a financial advisory or wealth management setting
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication
• High integrity, discretion, and a client-first mindset
• Proficiency with Microsoft Office
• Experience with custodial platforms (e.g., Schwab Advisor Center)
• Familiarity with CRM or reporting tools (e.g., Wealthbox, Addepar)
• Bachelor’s degree in business, finance, or related field; CFP, CFA, or advanced degree preferred
• Comfort with in-office setting (4 days in office, 1 day remote)
• Base Salary Range: $100k-$125k (commensurate with experience)
• Performance-based annual bonus tied to individual and team performance
• Comprehensive health, dental, and vision insurance
• Professional development and continuing education support
• Flexible work arrangements and paid time off

Collaborative Capital Advisors is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where all team members can contribute to their full potential.