Associate Wealth Advisor

About Carnegie Private Wealth

At Carnegie Private Wealth, we believe that wealth management transcends numbers—it’s about understanding what truly matters to our clients.

Founded on a passion for excellence and a commitment to serving at the highest level, our team acts as a personal CFO, guiding clients through life’s complexities with clarity and confidence.

Role Overview

As an Associate Wealth Advisor, you will be integral to delivering personalized financial planning and investment strategies that align with our clients’ goals and values. Collaborating closely with Wealth Advisors and Senior Wealth Advisors, you will support and, at times, lead client relationships, ensuring a seamless and high-touch experience.

This role offers a clear pathway to becoming a Wealth Advisor, with opportunities to contribute to firm initiatives and mentor junior team members.

Key Responsibilities

Client Engagement

• Collaborate with Wealth Advisors and Senior Wealth Advisors to develop and manage financial planning client relationships
• Prepare and update comprehensive financial plans, ensuring accuracy and alignment with client objectives.
• Participate in client meetings, providing insights and assuming responsibility for action items resulting from recommendations made.
• Coordinate client onboarding with Client Services team, including asset transfers and account setup.
• Implement investment strategies and rebalance portfolios in collaboration with the investment team.
• Address client inquiries promptly, maintaining a high standard of service.
• Develop and maintain a calendar of client engagement activities, scheduling meetings with clients for Wealth Advisors and Senior Wealth Advisors
• Attend and contribute to business development meetings and support marketing and business development initiatives

Team Collaboration

• Work alongside Senior Wealth Advisors, Wealth Advisors, Financial Planning Analysts, and Client Services Specialists to deliver cohesive client experiences.
• Mentor and train junior team members, fostering professional growth.
• Contribute to the development and refinement of internal processes and workflows.

Firm Contributions

• Engage in strategic initiatives aimed at enhancing client service and enhancing our advice process.
• Participate in community involvement and networking opportunities to promote the firm’s presence and values.

Qualifications

• Bachelor’s degree (Finance, Business Administration or Economics preferred)
• 3–5 years of experience in wealth management or financial planning.
• CFP® designation or completion of CFP® certificate program with intent to sit for the exam in an upcoming testing window.
• FINRA Series 7 and 66 or 65/63 licenses required
• Proficiency in financial planning software and Microsoft Office Suite.
• Strong interpersonal skills, with a client-first mindset and attention to detail.
• Commitment to ongoing professional development and a genuine desire to enhance knowledge and skills related to financial planning, guiding clients, and developing relationships

Compensation

Salary for the Associate Wealth Advisor position is $90,000 – $120,000 based on experience, professional knowledge, skills and competency.

Associate Wealth Advisors are also eligible to participate in Carnegie’s incentive compensation plan.

Why Join Carnegie Private Wealth?

• Client-Centric Approach: We prioritize understanding our clients’ unique stories and aspirations.
• Collaborative Culture: Our team-based model fosters mutual support and shared success.
• Professional Growth: Opportunities to advance into Wealth Advisor and Senior Wealth Advisor roles and contribute to shaping the future of our firm.
• Community Engagement: Active involvement in initiatives that make a meaningful impact.

If you are passionate about guiding clients through their financial journeys and thrive in a collaborative environment, we invite you to apply and become a part of our dedicated team at Carnegie Private Wealth.

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