Associate Wealth Advisor

Responsibilities

• Develop, revise, and present financial plans through planning software
• Create holistic investment strategies and monitor client risk tolerance
• Partner with the Portfolio Management team 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 websites
• Support advisory team business planning and strategic priorities

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
• Strong analytical skills and attention to detail
• Clean U4
• Ability to meet with clients in person and travel as required

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. Headquartered in Stamford, Connecticut, the firm operates as part of the Focus Financial network.