Advisory Associate

Advisory Associate – UHNW / Family Office Advisory Location: New York, NYWe are partnering with a highly regarded independent wealth advisory and family office platform serving ultra-high-net-worth individuals, families, endowments, and foundations. The firm has built a strong reputation for delivering sophisticated investment management, comprehensive wealth planning, and highly customized client solutions through a white-glove service model.This is an opportunity to join a collaborative, high-performing team supporting complex client relationships while gaining broad exposure across investments, financial planning, portfolio management, and family office services.Importantly, this role offers a defined development path toward becoming a Financial Advisor, providing direct mentorship, client exposure, and hands-on experience across all core areas of the advisory business.Key ResponsibilitiesClient Advisory & Relationship SupportPartner with senior advisors to support UHNW client relationships and deliver exceptional servicePrepare sophisticated client presentations, reporting packages, and meeting materials using financial software platforms, PowerPoint, and ExcelMaintain accurate client asset, entity, and reporting data across internal systemsSupport custom reporting and portfolio analysis initiatives, including work within portfolio reporting platformsAssist with ongoing client communication, inquiries, and service requestsPortfolio Management & Investment AnalysisConduct research on investment opportunities, market trends, and macroeconomic developmentsAssist in portfolio construction, monitoring, and rebalancing efforts aligned with client objectivesSupport investment due diligence and participate in internal investment discussions and educational initiativesBuild expertise across the firm’s investment platform, managers, and strategiesFinancial PlanningAssist in preparing and analyzing financial plans for prospective and existing clientsEvaluate client financial positions, cash flow, and risk considerationsUtilize financial planning tools and software to support customized planning solutionsContribute to business development and organic growth initiatives through planning and analysis supportOperations & Platform SupportCoordinate client onboarding, account maintenance, and transaction workflowsPartner cross-functionally with relationship management and operations teams to ensure timely executionMaintain CRM, reporting, and client management systemsTrack billable versus non-billable assets and identify growth opportunitiesQualificationsBachelor’s degree in Finance, Accounting, Economics, Business, or related field preferred3+ years of relevant wealth management, RIA, family office, private wealth, or advisory experienceSeries 65 requiredActive pursuit of CFP designation strongly preferredStrong understanding of investments, portfolio management, and financial planning conceptsAdvanced proficiency in Microsoft Office (Excel, PowerPoint, Word, SharePoint)Strong analytical, communication, and relationship management skillsAbility to manage multiple priorities in a fast-paced environmentThis role is ideal for candidates looking to accelerate their career trajectory and build toward a long-term future as a trusted Financial Advisor within a sophisticated UHNW advisory environment.