Associate Vice President and Wealth Advisor

Premier investment advisor & manager

Investment Management

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 development, and a clear path to future lead advisory roles.
Applicants should have 2-5 years of experience in wealth management, financial planning, pr...