Description
The Client Advisory Associate supports Client Advisors in designing and executing comprehensive wealth-management strategies for affluent families, business owners, and executives. The role covers investment, retirement, tax, estate, insurance, cash-flow, and fiduciary planning; client communication; implementation of investment changes; performance reporting; coordination with third-party providers; and compliance monitoring. It is a hybrid position in New York, New York, with compensation starting at 100,000 plus bonus and benefits, and is intended as a developmental path toward lead advisor and CFP® designation. A bachelor’s degree and 4–8 years of financial-services experience are required, along with experience using Fidelity, Schwab, DocuSign, Orion, Salesforce, and eMoney, plus Microsoft Office proficiency.
