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Wealth Advisor Associate

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Robert Half

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Location:
United States , New York

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Category:
Banking

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Contract Type:
Not provided

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Salary:

100000.00 - 120000.00 USD / Year
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Job Description:

We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.

Job Responsibility:

  • Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps
  • Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience
  • Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately
  • Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables
  • Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items
  • Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs
  • Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials
  • Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality

Requirements:

  • 5+ years of experience supporting a private wealth, wealth management, or advisory team in a client service, operations, or advisory support capacity
  • Active Series 7 and Series 66 licenses are required
  • Background in private wealth management with practical experience supporting client relationships and service delivery
  • Familiarity with account administration, operational workflows, and investment implementation processes within an advisory environment
  • Exposure to financial planning and estate planning coordination, with the ability to manage related documentation and follow-up tasks
  • Strong communication skills, including the ability to interact professionally with clients and internal or external partners
  • Excellent organizational skills, close attention to detail, and the ability to manage multiple priorities at once with sound judgment and discretion
What we offer:
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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