This role offers a growth-oriented opportunity to transition from operational excellence into a relationship lead over time while managing a defined segment of small-to-mid tier client relationships
Job Summary
This role offers a growth-oriented opportunity to transition from operational excellence into a relationship lead over time while managing a defined segment of small-to-mid tier client relationships.
The position requires supporting the Lead Wealth Advisor with investment strategy work, including meeting preparation, portfolio reviews, and translating recommendations into clear client-ready communications.
Employees are eligible for a discretionary bonus and production compensation alongside a comprehensive benefits package including medical, dental, vision, retirement, and life insurance.
Matching Summary
This role offers a growth-oriented opportunity to transition from operational excellence into a relationship lead over time while managing a defined segment of small-to-mid tier client relationships.
Salary
Base: $100,000-$115,000; Bonus/Equity: Discretionary bonus and production compensation available; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, and life insurance
Skills & Requirements
Must-have
5-8 years private wealth experience
SIE Series 7 and 66 licenses required
Client service and operational workflows
Investment strategy implementation support
CRM hygiene and task tracking
Nice-to-have
Wealth and estate planning coordination
AI tool adoption and enablement
High EQ and professional discretion
Project leadership capabilities
Advisory curiosity and continuous learning
Key Requirements
5-8 years supporting private wealth practice
SIE, Series 7, and 66 licenses
Authorization to work in US without sponsorship
Work Rights
Must be authorized to work in the United States without current or future sponsorship