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The Coury Firm · 1 day ago

Associate Advisor

Pittsburgh, PA

Full-time

Onsite

Senior Level

5+ years exp

The Coury Firm is a privately held, multi-family office and asset management firm focused on serving ultra-high-net-worth individuals and families. The Associate Advisor will support Wealth Advisors in managing client relationships and delivering comprehensive financial services, including investment management, tax planning, and estate planning.

AdviceFinancial ServicesWealth Management

Responsibilities

Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items

Review client portfolios to ensure proper asset allocation and advise on rebalancing

Coordinate with other internal teams to ensure client meeting presentations and materials are prepared timely and accurately

Attend client meetings and manage all meeting follow-ups

Understand and coordinate income tax planning items and work closely with client tax advisors

Understand and coordinate estate planning items and work closely with client legal advisors

Understand, evaluate, and execute on delivering risk management solutions for the client

Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered

Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals

Initiate and field clients’ and their advisors’ calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)

Create unique estate, investment, and/or financial planning proposals for prospective clients

Coordinate with our internal client service associates to ensure all money movement and investment operation requests are completely timely and accurate

Assist with special projects as required based on each specific client’s financial needs and goals

Qualification

CPACFPSeries 65Portfolio Management SoftwareCRM systemsMicrosoft Office SuiteEntrepreneurial instinctsCommunication skillsProblem-solvingTeam collaboration