Associate Wealth Manager

Reports ToVice President of Wealth ManagementPosition OverviewThe Associate Wealth Manager plays a central role in the delivery and execution of the firms comprehensive wealth management experience. This position is designed for a high-capacity, growth-oriented professional who wants to develop into a lead advisor over time while working directly alongside senior leadership. This individual will work closely with the Vice President of Wealth Management in both client-facing and behind-the-scenes planning responsibilities. The role combines financial planning, relationship management, client service, and operational execution. The ideal candidate is someone who thrives in a fast-paced, high-touch environment and wants exposure to sophisticated planning conversations involving investments, retirement planning, tax strategy, estate planning coordination, insurance analysis, business owner planning, and multi-generational wealth considerations. This is not a back-office planning role. The Associate Wealth Manager will actively participate in client meetings, help drive implementation, and progressively take ownership of client relationships over time.Core ResponsibilitiesClient Meeting Support & Planning Execution· Attend client meetings alongside the Vice President of Wealth Management· Prepare meeting agendas, planning analyses, and supporting materials in advance of meetings· Build and maintain financial plans within eMoney for advisor review and finalization· Assist in developing retirement projections, cash flow analyses, balance sheet summaries, estate flow considerations, insurance analyses, and investment allocation recommendations· Prepare meeting recap notes and oversee follow-through on all agreed-upon action itemsClient Relationship Management· Serve as a secondary point of contact for clients· Coordinate and communicate with clients regarding implementation items, outstanding requests, and planning updates· Deliver a high-touch, responsive client experience aligned with the firm’s standards and culture· Develop and eventually manage a subset of client relationships independently, primarily clients in the accumulation phase of their financial lives· Collaborate with senior advisors on more complex planning situations as neededCoordination & Implementation· Coordinate with external professionals including CPAs, estate planning attorneys, insurance professionals, and retirement plan providers· Assist with account opening, transfers, beneficiary updates, retirement plan implementation, and planning follow-through· Maintain accurate client records, planning assumptions, and CRM workflows· Support continuous refinement of the firm’s financial planning process and client experienceTechnology & Systems· Operate effectively within eMoney, Orion, Salesforce/CRM systems, and other planning and reporting tools· Ensure planning data remains organized, accurate, and actionable· Adept in prompting and utilizing AI· Help improve internal workflows and operational efficiency over timeIdeal Candidate Profile· 3-5 years of experience within an RIA, family office, or wealth management firm· Experience supporting financial planning and client relationships· Familiarity with eMoney, MoneyGuidePro, or similar planning software· Series 65 licensed or willing to obtain promptly· Strong interest in pursuing CFP® certification if not already enrolled· Strong analytical and organizational skills· Excellent communication skills with both clients and professional partners· High attention to detail and follow-through· Growth-oriented mindset with desire to evolve into a lead advisor role· Comfortable working in-office and collaborating closely with team membersWhat Success Looks Like (12–24 Months)· Consistently delivers a high-quality client experience· Independently prepares and maintains financial planning analyses· Anticipates advisor and client needs proactively· Demonstrates increasing confidence in client communication and planning conversations· Successfully manages a growing segment of client relationships with oversight· Becomes a trusted extension of the Vice President of Wealth Management· Contributes to the continued refinement of the firm’s planning process and service modelGrowth OpportunityThis role is intentionally designed with long-term growth in mind. The Associate Wealth Manager will receive direct mentorship, hands-on planning experience, and increasing client responsibility over time with a clear path toward becoming a lead Wealth Manager.· Comprehensive financial planning· High-net-worth client relationships· Tax-aware investment planning· Estate planning coordination· Retirement income planning· Insurance analysis· Business owner planning· Client relationship management· Advisory practice leadershipCulture & ValuesVision: To sow love and acceptance into men and women in the marketplace and seek to model Heaven through how we serve others.· Treasure the Person Every Time· Fun· SimplicityWe believe technical excellence and genuine care for people should coexist. The ideal candidate is someone who values both professionalism and meaningful human connection.