Wealth Strategy Associate for UHNW Families

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 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