Associate Financial Advisor, HNW Investment & Insurance

As an Associate Financial Advisor, you'll operate as a strategic extension of the Managing Partner—supporting his client relationships, managing workflow, coordinating internal resources, and ensuring flawless execution across all planning initiatives. This role blends client-facing engagement with behind-the-scenes strategy and operational oversight. You will meet with and manage existing and new client needs, prepare planning work, coordinate insurance and wealth management tasks, ensure follow-through, and help manage and coordinate both the existing administrative team and future team expansion. This position is built for someone looking to grow into a Senior Advisor role while learning directly from an experienced leader in the Private Wealth division.
Client Support & Relationship Management

• Support the Managing Partner in serving legacy and HNW clients
• Join discovery calls, follow-ups, and client reviews
• Manage client communication, timelines, and service expectations
• Ensure a consistent, white-glove advisory experience

Insurance & Wealth Planning Execution

• Prepare analyses, illustrations, and tax-efficient strategy summaries
• Coordinate underwriting, carrier communication, and case advancement
• Identify planning opportunities based on client goals and circumstances
• Produce clean, client-ready planning deliverables

Managing Partner Support & Practice Coordination

• Help manage workflow, priorities, and meeting cadence for the Managing Partner
• Ensure follow-through on commitments and internal deadlines
• Anticipate needs and support efficient decision-making
• Act as a stabilizing operational partner in a fast-moving practice

Team Coordination & Growth Support

• Coordinate with administrative team to maintain execution quality
• Support onboarding and integration of future team hires
• Help build a disciplined, scalable service model

Operational & Administrative Excellence

• Maintain CRM accuracy, compliance processes, and documentation integrity
• Manage planning workflows and service pipelines
• Prepare agendas, summaries, and reporting packages