Associate Wealth Planner

NorthCoast Asset Management; Stamford (CT); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Benefits package

401(k)

Job summary

NorthCoast Asset Management is seeking an Associate Wealth Advisor to join our planning-centric team in Stamford. You will partner with Wealth Advisors to enhance client relationships and deliver personalized financial plans across retirement, risk management, tax, estate, and investments.

The role requires a presence in the Stamford office five days a week, with opportunities to engage in strategic advisory work and client billing.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-orientated approach.
• Knowledge of financial industry, products, and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on record.

Responsibilities

• Develop and present financial plans using planning software.
• Know tax, estate, and insurance planning concepts.
• Master FPW investment philosophy and implement strategies.
• Create holistic investment strategies for clients and monitor risk tolerance.
• Collaborate with Portfolio Management to approve portfolios and tax strategies.
• Utilize CRM and custodian websites effectively; document client interactions.
• Lead client communications and ensure high-quality service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Support advisory team planning and firm strategic priorities.
• Meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Client communications

Education

Bachelor's Degree

Tools

CRM system

Custodian platforms

Job description

NorthCoast Asset Management is seeking an Associate Wealth Advisor to join our planning-centric team in Stamford. You will partner with Wealth Advisors to enhance client relationships and deliver personalized financial plans across retirement, risk management, tax, estate, and investments.

The role requires a presence in the Stamford office five days a week, with opportunities to engage in strategic advisory work and client billing.