Associate Wealth Planner

Coastal Bridge Advisors; Memphis (TN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Discretionary annual bonus

Job summary

Coastal Bridge Advisors, LLC in Memphis seeks an analytical Associate Wealth Planner to work with our Wealth Advisors to develop personalized financial plans for high-net-worth clients. The role emphasizes turning complex financial data into clear, actionable guidance.

You’ll gather and analyze client information, prepare plans, and support planning across retirement, investments, taxes, estate, and education, collaborating with a talented team to implement and monitor recommendations.

Qualifications

• Bachelor's degree required.
• 3-5 years of financial planning, wealth management, or related experience preferred.
• Strong analytical, organizational, and communication skills.
• Exceptional attention to detail and follow-through.
• Ability to manage multiple priorities in a collaborative environment.
• Genuine interest in financial planning and serving high-net-worth clients.
• CFP® coursework or interest in pursuing the designation preferred.
• Experience with eMoney, Salesforce, Excel, or similar wealth-management technology is preferred.

Responsibilities

• Gather, organize, and analyze client financial information to support the planning process.
• Prepare and update comprehensive financial plans, projections, and analyses.
• Assist with planning across retirement, cash flow, investments, tax, estate, insurance, education, and other wealth-management considerations.
• Model planning scenarios and evaluate potential strategies for advisor review.
• Maintain accurate client information within financial-planning and CRM systems.
• Prepare financial-planning materials and analysis for client meetings.
• Participate in client meetings as appropriate and assist with documenting recommendations and next steps.
• Conduct research on financial-planning topics and client-specific questions.
• Partner with Wealth Advisors and other team members to ensure planning recommendations are implemented and monitored.
• Identify changes in client circumstances that may require updates to their financial plans.

Skills

Analytical

Organizational skills

Attention to detail

Communication skills

Time management

Wealth management experience

Education

Bachelor's degree

CFP coursework

Tools

eMoney

Salesforce

Excel

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 an analytical, detail-oriented Associate Wealth Planner who is passionate about financial planning and interested in building a career in wealth management.

Position Summary

The Associate Wealth Planner works closely with our Wealth Advisors to develop personalized financial plans that support our clients' financial goals. This role is ideal for someone who is analytical, highly organized, detail-oriented, and enjoys translating complex financial information into clear, actionable recommendations.

Key Responsibilities

Financial Planning & Analysis

• Gather, organize, and analyze client financial information to support the planning process.
• Prepare and update comprehensive financial plans, projections, and analyses.
• Assist with planning across retirement, cash flow, investments, tax, estate, insurance, education, and other wealth-management considerations.
• Model planning scenarios and evaluate potential strategies for advisor review.
• Maintain accurate client information within financial-planning and CRM systems.

Advisor & Client Support

• Prepare financial-planning materials and analysis for client meetings.
• Participate in client meetings as appropriate and assist with documenting recommendations and next steps.
• Conduct research on financial-planning topics and client-specific questions.
• Partner with Wealth Advisors and other team members to ensure planning recommendations are implemented and monitored.
• Identify changes in client circumstances that may require updates to their financial plans.

Qualifications

• Bachelor's degree required.
• 3-5 years of financial planning, wealth management, or related experience preferred.
• Strong analytical, organizational, and communication skills.
• Exceptional attention to detail and follow-through.
• Ability to manage multiple priorities in a collaborative environment.
• Genuine interest in financial planning and serving high-net-worth clients.
• CFP® coursework or interest in pursuing the designation preferred.
• Experience with eMoney, Salesforce, Excel, or similar wealth-management technology is preferred.

Why Join Us?

• Join a collaborative team committed to thoughtful advice and exceptional client service.
• Gain hands-on experience developing comprehensive financial plans for high-net-worth individuals and families.
• Work directly with experienced Wealth Advisors and learn across a broad range of planning disciplines.
• Competitive base salary and benefits, plus eligibility for a discretionary annual bonus.