Associate Private Wealth Advisor jobs in United States
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W3Global · 1 week ago

Associate Private Wealth Advisor

positionMt. Laurel, NJ
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

W3Global is an independent, boutique wealth management firm with a focus on personalized financial planning. The Associate Private Wealth Advisor will support lead advisors in delivering customized wealth management solutions and assist in various client-facing discussions and financial planning tasks.

ConsultingRecruitingStaffing Agency
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Growth Opportunities

Responsibilities

Develop, update, and maintain customized financial plans
Gather and analyze client financial data
Run planning models using tools such as eMoney and Holistiplan
Support insurance, tax, retirement, and estate planning workflows
Assist in presenting financial plans to clients and update scenarios in real time
Assist with investment proposals and portfolio analysis
Support alignment of investment portfolios with client financial plans
Help with account transitions, allocations, and strategy execution
Research market trends, portfolio risk, and investment solutions
Assist with preparation for client meetings and attend alongside senior advisors
Manage follow-up items and collaborate with service teams to ensure timely execution
Educate clients on financial planning concepts, portfolio strategies, and market updates
Maintain accurate client records in accordance with regulatory and compliance requirements
Leverage and optimize key systems including: eMoney | Holistiplan | Black Diamond Wealth Platform | Excel

Qualification

Certified Financial PlannerFINRA Series 7FINRA Series 66Financial planning softwareWealth management experienceInvestment products knowledgeTax planning knowledgeRetirement planning knowledgeEstate planning knowledgeAnalytical skillsPresentation skillsCommunication skillsAttention to detailProblem-solving abilityEmotional intelligenceTeam-oriented mindset

Required

Bachelor's degree in Finance, Economics, Accounting, or related field
Certified Financial Planner (CFP®) required
FINRA Series 7 & 66 required
3+ years of experience in wealth management, financial planning, or advisory support
Strong analytical, presentation, and communication skills
Proficiency in financial planning software platforms and Microsoft Excel
Knowledge of investment products, tax planning, retirement planning, and estate planning

Preferred

Insurance license (life, health) preferred
Experience presenting financial plans to clients
Strong attention to detail and problem-solving ability
Ability to manage multiple priorities in a fast-paced environment
High emotional intelligence and polished client-facing presence
Self-driven, proactive, and team-oriented mindset

Benefits

Competitive compensation
Bonus structure
Comprehensive benefits package

Company

W3Global

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W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
dateFounded in 2006
location
Frisco, Texas, USA
people-size501-1000 employees
web-link
https://www.w3global.com/

Funding

Current Stage
Late Stage

Leadership Team

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Sridhar Venkatesan
CEO
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Company data provided by crunchbase