Wealth Planning Associate: Retirement & Estate Strategy

LE0306 NorthCoast Asset Management, LLC; Stamford (CT); On-site; USD 95,000 - 100,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

NorthCoast Asset Management is seeking an Associate Wealth Advisor to join our team in Stamford. The role focuses on planning‑centric wealth advice, partnering with Wealth Advisors to maintain client relationships, and participating in the financial planning process.

You will develop financial plans, advise on tax/estate/insurance planning, and help implement holistic investment strategies while collaborating with the Portfolio Management team and leveraging our tech stack including CRM.

Qualifications

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

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Master FPW investment philosophy; create holistic client investment strategies.
• Monitor risk tolerance and adjust client plans over time.
• Lead client communications and interactions independently.
• Collaborate with Portfolio Management to approve and execute portfolios.

Skills

Interpersonal skills

Analytical skills

Financial services experience

Team‑oriented

Attention to detail

Series 65 certification

2+ years in financial services

Education

Bachelor’s Degree

Tools

CRM system

Job description

NorthCoast Asset Management is seeking an Associate Wealth Advisor to join our team in Stamford. The role focuses on planning‑centric wealth advice, partnering with Wealth Advisors to maintain client relationships, and participating in the financial planning process.

You will develop financial plans, advise on tax/estate/insurance planning, and help implement holistic investment strategies while collaborating with the Portfolio Management team and leveraging our tech stack including CRM.