Wealth Management Associate

Procisive; Del Mar (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Procisive seeks an Associate Wealth Manager to support client relationships and wealth strategies across investments, tax, estate, and planning. Early to mid-career professionals can grow into a lead advisor over time.

You will be involved in high-net-worth client work and collaboration with CPAs and attorneys to execute comprehensive planning. You will participate in client meetings, analyze financial situations, and help develop actionable recommendations while developing the client-facing

Qualifications

• 3+ years of experience in wealth management, financial planning, or a related field.
• Exposure to high-net-worth clients or financial planning work.
• Strong understanding of financial planning concepts, investments, and client service.
• Ability to communicate clearly and professionally with clients and internal teams.
• Detail-oriented with strong follow-through and organization.
• Ability to learn quickly, take direction, and operate with focus.

Responsibilities

• Support senior advisors in managing high-net-worth client relationships
• Take ownership of defined client relationships over time.
• Assist in the development and implementation of wealth strategies across investments, tax, estate, and financial planning
• Participate in client meetings and lead portions of client communication related to recommendations, materials, and follow-up communication
• Analyze client financial situations, identify issues, and help develop actionable recommendations
• Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies
• Maintain organization and follow-through across client deliverables and planning work
• Develop the technical and client-facing skills required to take on increased responsibility over time
• Work within the firm's advisory model and team structure with a focus on execution and reliability

Skills

Wealth management

Financial planning

Client service

Communication

Job description

The Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning.

This role is designed for someone early to mid-career who wants to develop into a lead advisor over time. The position provides exposure to high-net-worth client relationships and participation in financial planning and client communication. Associates begin by supporting client relationships and gradually take ownership of select client segments over time.

This is a long-term role for individuals who want to grow within a firm and build toward becoming a Wealth Manager.

Principal Duties and Responsibilities:

• Support senior advisors in managing high-net-worth client relationships
• Take ownership of defined client relationships over time.
• Assist in the development and implementation of wealth strategies across investments, tax, estate, and financial planning
• Participate in client meetings and lead portions of client communication related to recommendations, materials, and follow-up communication
• Analyze client financial situations, identify issues, and help develop actionable recommendations
• Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies
• Maintain organization and follow-through across client deliverables and planning work
• Develop the technical and client-facing skills required to take on increased responsibility over time
• Work within the firm's advisory model and team structure with a focus on execution and reliability

Position Requirements:

• 3+ years of experience in wealth management, financial planning, or a related field
• Exposure to high-net-worth clients or financial planning work
• Strong understanding of financial planning concepts, investments, and client service
• Ability to communicate clearly and professionally with clients and internal teams
• Detail-oriented with strong follow-through and organization
• Ability to learn quickly, take direction, and operate with focus.