Wealth Management Associate

Join a growing, client-focused financial planning practice where you will play a key role in delivering a high-quality client experience and supporting investment and planning activities. This role offers broad exposure to financial planning, portfolio management, and client relationship management. You will partner closely with advisors to support day-to-day operations, prepare client deliverables, and help drive a smooth and professional client experience. Key Responsibilities Client & Advisor Support: Serve as a primary point of contact for routine client inquiries Support preparation for client meetings, including gathering and updating financial data Attend client meetings as needed and assist with follow-up actions Resolve client service requests in a timely and professional manner Financial Planning & Investment Support: Prepare financial planning deliverables (charts, reports, and presentations) Assist in developing portfolio recommendations aligned with client goals and ris...