Wealth Management Associate

Job Description

Job Description

Firm Overview

They are a nationally recognized wealth management and multifamily office serving high-net-worth individuals, families, and family offices. Founded over two decades ago, they manage billions in client assets and operate under the fiduciary standard as a Registered Investment Advisor. Their firm specializes in holistic financial planning, legacy strategies, and access to institutional-quality investment opportunities, including alternatives and private markets.

With offices in major financial hubs across the U.S., they combine boutique, high-touch service with advanced technology to deliver a seamless client experience. Their advisors and leadership team have been consistently recognized by leading industry publications for excellence in wealth management. We pride ourselves on a culture of integrity, innovation, and continuous improvement, ensuring that every client receives personalized strategies designed for today, tomorrow, and generations to come.

Position Overview

As a Financial Advisor, you will play a pivotal role in guiding clients through complex financial decisions and building lasting relationships. This position is ideal for seasoned professionals who bring experience, expertise, and a strong commitment to client service. You will have access to advanced tools, resources, and a supportive team environment to help you grow your practice and deliver exceptional results.

Key Responsibilities

• Develop and maintain strong, long-term client relationships built on trust and transparency
• Provide comprehensive financial planning, including investment, retirement, tax, and estate strategies
• Assess client goals and risk tolerance to deliver tailored investment solutions
• Actively manage and grow your book of business while ensuring exceptional client service
• Stay current on market trends, regulatory changes, and industry best practices
• Collaborate with internal specialists to deliver holistic wealth management solutions
• Uphold fiduciary standards and compliance requirements in all client interactions

What We're Looking For

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.

By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.

We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.

From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Company Description

Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.