Wealth Strategy Associate: Client-Centric Growth & Learning

Satovsky Asset Management; West Palm Beach (FL); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Discretionary Bonus Pool

Paid holidays and vacation

Flexible work environment

Mentorship and learning opportunities

Job summary

Satovsky Asset Management is seeking an Associate Wealth Strategist who will work closely with senior wealth strategists to deliver comprehensive, hyper-personalized financial planning and investment guidance for clients. This client-focused, intellectually curious role sits at the heart of the client relationship.

The position emphasizes fiduciary standards, collaboration with the Client Operations team, and ongoing behavioral coaching to help clients stay disciplined through market cycles.

Qualifications

• Bachelor’s degree or equivalent professional financial services experience preferred.
• CFP designation or in progress; Series 65 or 66 preferred.
• Strong ethics and client confidentiality; excellent communication skills.

Responsibilities

• Build and nurture relationships with clients and families.
• Prepare for, participate in, and follow up on client meetings; capture notes in CRM.
• Develop comprehensive financial plans across balance sheet, cash flow, and estate planning.
• Provide ongoing behavioral coaching to help clients stay disciplined through market cycles.
• Uphold fiduciary standards in every client interaction.

Skills

Client relationships

Communication

Ethics

Problem solving

Team player

Education

Bachelor’s degree

CFP designation (preferred/in progress)

Series 65 or 66 (preferred)

Tools

Microsoft Office

CRM systems

Job description

Satovsky Asset Management is seeking an Associate Wealth Strategist who will work closely with senior wealth strategists to deliver comprehensive, hyper-personalized financial planning and investment guidance for clients. This client-focused, intellectually curious role sits at the heart of the client relationship.

The position emphasizes fiduciary standards, collaboration with the Client Operations team, and ongoing behavioral coaching to help clients stay disciplined through market cycles.