Private Wealth Associate

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be innovative and solutions-oriented throughout their interactions. By maintaining a high level of knowledge around investment and insurance solutions, along with monitoring global trends in planning and investing, the Private Wealth Associate adds valuable insights and suggestions to the team as well as clients.

Responsibilities

Client Management:

• Serve as the primary point of contact for client relationships after the prospect onboards
• Finalize proposals and other client meeting materials received from the Private Wealth Analysts
• Participate in initial plan delivery and plan implementation meetings with Private Wealth Advisor
• Responsible for client implementation meetings
• Manage internal communications to ensure accuracy with regards to plan implementation items
• Proactive and reactive communication with the client through the implementation process
• Evaluate Annual Review Meeting materials for opportunities and help prepare Private Wealth Advisor for Annual Review Meeting with the client

Knowledge

The Private Wealth Associate must be a CFP®, knowledgeable in the following areas:

o   Estate Planning

o   Business Planning

o   Charitable Gifting

o   Education Funding

o   Retirement Planning

The Private Wealth Associate must also keep up-to- date on current market commentary, macro and industry trends, and economic and tax changes.

Communication/Presence

• Excellent verbal and written communication skills
• Excellent problem-solving skills
• Ability to create and maintain systems for high volume of work, and stay organized in a fast-paced environment
• Strong client service-oriented focus
• Team-oriented
• Consistent follow-through