Wealth Management Associate

Wealth Management Associate Islip, NY | $70,000–$85,000 base + bonusAbout the RoleI’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm in Islip, NY that is looking to add a Wealth Management Associate to its growing team.This is a great opportunity for someone who enjoys being at the center of the client experience in a wealth management environment. You’ll work closely with advisors and serve as a key point of contact for clients, helping ensure every interaction, request, and follow-up is handled with accuracy, professionalism, and care.The firm works with multi-generational families and operates in a structured, planning-focused environment that values strong service, attention to detail, and follow-through. If you enjoy relationship-driven work, thrive in a fast-paced office, and want to be part of a modern RIA platform, this could be a strong long-term fit.What You’ll Be DoingServe as a primary point of contact for client service needs and account-related requestsOpen and maintain client accounts, including transfers, distributions, and account updatesPrepare forms and documentation with a high level of accuracy and compliance awarenessSupport advisors with meeting preparation, follow-up, and client communicationMaintain clean, accurate CRM records and ensure data integrity across systemsAssist with financial planning workflows, implementation steps, and service executionCoordinate with custodians and third-party partners to help move client requests forwardEnsure timely, organized, and thorough follow-up on all client mattersHelp support a high-touch, process-driven service model built around the client experienceWhat They’re Looking For2+ years of experience in wealth management, private wealth, financial advisory support, or a similar client service roleUnderstanding of the RIA modelSeries 65 or series 66 preferredStrong client service skills and professional communicationHighly organized with strong attention to detailComfortable managing multiple priorities in a structured, fast-paced environmentTech-savvy with strong systems aptitudeExperience with Salesforce or a similar CRM is preferredSomeone who is dependable, polished, and takes ownership of their workWhy This Role Stands OutJoin a respected, growth-oriented RIAWork in a client-facing role with strong visibility and impactSupport a sophisticated client base, including multi-generational familiesBe part of a structured, technology-forward environmentOpportunity to build a long-term career in wealth managementCompetitive base salary plus bonusCompensation & Benefits$70,000–$85,000 base salary + bonusAnnual bonus tied to individual and firm performance401(k) with company matchComprehensive benefits package MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com