Client-Focused Wealth Strategy Associate

Satovsky Asset Management; New York (NY); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Discretionary Profit Sharing Plan

Paid holidays and vacation

Flexible work environment

Mentorship

Job summary

Satovsky Asset Management is seeking an Associate Wealth Strategist who is client-focused and intellectually curious to join our team. You will work alongside senior wealth strategists to deliver hyper-personalized financial planning and investment guidance in a collaborative, family-oriented culture.

This role centers on building relationships, preparing for client meetings, and guiding families through balance sheet optimization, tax efficiency, and retirement planning, while maintaining the

Qualifications

• Bachelor’s degree or equivalent financial services experience.
• CFP designation or in progress; Series 65/66 preferred.
• 0–5 years experience or compelling background.
• Strong ethics and fiduciary standards; confidential handling.
• Proficiency with Microsoft Office, Google Docs, and CRM systems.
• Experience with custodial platforms is a plus.

Responsibilities

• Build relationships with individuals and families; understand goals and risk tolerance.
• Prepare for client meetings; log notes in CRM and coordinate next steps.
• Develop comprehensive financial plans across balance sheet and cash-flow optimization, and tax-efficiency strategies.
• Provide ongoing behavioral coaching to help clients stay disciplined through market cycles.
• Collaborate with Client Operations to ensure a seamless onboarding and servicing experience.
• Monitor tailored investment portfolios aligned with client goals and risk profile.

Skills

Client service

Communication

Ethics

Problem solving

Team player

Education

Bachelor’s degree

CFP designation in progress

Series 65/66 preferred

Tools

Microsoft Office

Google Docs

CRM systems

Fidelity

Schwab

Betterment

Job description

Satovsky Asset Management is seeking an Associate Wealth Strategist who is client-focused and intellectually curious to join our team. You will work alongside senior wealth strategists to deliver hyper-personalized financial planning and investment guidance in a collaborative, family-oriented culture.

This role centers on building relationships, preparing for client meetings, and guiding families through balance sheet optimization, tax efficiency, and retirement planning, while maintaining the