Associate Wealth Advisor

Responsibilities

• Develop, revise, and present financial plans through planning software
• Create holistic investment strategies and monitor client risk tolerance
• Partner with Portfolio Management to execute trades and tax loss harvesting
• Lead client communications and serve as the primary day-to-day contact
• Manage client billing reviews and ensure advisory team compliance
• Maintain diligent records within the CRM and custodian platforms

Requirements

• Bachelor’s Degree
• 2+ years of financial service experience
• Series 65 or equivalent within 120 days of employment
• Knowledge of tax, estate, and insurance planning
• Clean U4
• Strong analytical skills and attention to detail

About the Company

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.