Wealth Advisory Coordinator — Hybrid

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

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.