Careers

The Wealth Adviser Associate works closely with a team of advisers on all aspects of financial planning for affluent families. The associate will be involved in implementing wealth strategies and be exposed to investment management, estate planning, tax planning, retirement planning, and daily administrative tasks.

The associate will be expected to show initiative and self motivation with minimal supervision. Strong knowledge of excel and math is important and  at least two years of relevant work experience is necessary.  Progress towards an advanced degree such as an CFP, CPWA, CPA, etc. required.