Wealth Management Associate

Element Pointe Family Office; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Element Pointe Family Office in Miami, FL, is seeking a Wealth Management Associate to support the wealth advisory team in preparing financial plans, analyzing investment portfolios, evaluating estate and family office planning strategies, and conducting research for clients. The role requires a proactive approach to identifying client needs and delivering high-quality financial solutions.

The Associate will manage client relationships, facilitate communication, and stay informed on market

Qualifications

• Bachelor’s degree in Finance, Economics, or a relevant field; CFP, CFA, or other certifications are a plus.
• Proficiency with financial software including eMoney and Addepar; strong MS Office skills.
• Experience or understanding of trust and estate considerations for high-net-worth families is desirable.

Responsibilities

• Prepare financial plans and analyses for clients.
• Analyze investment portfolios and market developments for decision support.
• Assist in estate and family office planning strategies for UHNW clients.
• Maintain client relationships and facilitate clear communication with the advisory team.

Skills

Financial planning

Estate planning

Portfolio analysis

Communication skills

Analytical skills

Team collaboration

Attention to detail

Multitasking

Education

Bachelor’s degree in Finance, Economics, or a relevant field

CFP or CFA or other certifications (a plus)

Tools

eMoney

Addepar

Microsoft Office Suite

Job description

Element Pointe Family Office is an independent, fee-only multi-family office and wealth management firm based in Miami, Florida. For over a decade, the firm has been dedicated to guiding ultra-high-net-worth individuals and their families through complex financial and investment decisions. Leveraging a tailored approach, Element Pointe provides financial advice, investment management, and holistic reporting, all while fostering long-term client relationships.

Role Description

This is a full-time on-site role located in Miami, FL, for a Wealth Management Associate. The Associate will support the wealth advisory team in preparing financial plans, analyzing investment portfolios, evaluating estate and family office planning strategies, conducting research and other analysis for clients. Responsibilities include managing client relationships, facilitating communication, and staying informed on market developments to assist in decision-making. The role requires a proactive approach to identifying client needs and delivering high-quality financial solutions.

Qualifications

• Strong Financial Planning and Finance knowledge to assist clients in achieving their financial goals
• Knowledge of advanced trust and estates, income tax, and estate tax considerations for HNW families
• In-depth understanding of investments and portfolio construction
• Excellent Communication skills for building and maintaining client relationships
• Sharp Analytical Skills for evaluating financial data and providing relevant insights
• Bachelor’s degree in Finance, Economics, or a relevant field; CFP, CFA, or other certifications are a plus
• Proficiency in financial software and tools, including eMoney and Addepar, as well as Microsoft Office Suite.
• Ability to work collaboratively in a team-oriented, dynamic environment
• Strong attention to detail and ability to manage multiple tasks effectively