Associate Vice President and Wealth Advisor

About the Company

Premier investment advisor & manager

Industry
Investment Management

Type
Privately Held

About the Role

The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow their careers within a sophisticated, client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. Responsibilities include preparing client meeting materials, participating in client communications, and assisting in new business development efforts. The role offers hands-on client exposure, structured professional developm...