Associate Wealth Advisor

Associate Wealth Advisor L.V. Group

LLC - 2.7

Coral Gables, FL Job Details Full-time $55,000 - $85,000 a year 11 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Teamwork Customer relationship building Financial model construction Financial model development Spreadsheets Research Managing clients in a customer support role Bachelor's degree Attention to detail Investment client management Customer relationship management Practicing in the securities industry Account management Financial markets knowledge Excel data analysis Full Job Description Job Summary Our client - A boutique wealth management firm is seeking a polished, detail-oriented Client Relations Analyst to support high-net-worth and ultra-high-net-worth (UHNW) clients. This role sits at the intersection of client service, portfolio support, and investment analysis, offering exposure to sophisticated investment strategies and personalized wealth planning. The ideal candidate brings a strong foundation in financial services, exceptional relationship management skills, and the ability to operate in a fast-paced, client-facing environment. Key Responsibilities Client Relationship Management Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients Build and maintain strong, long-term client relationships through proactive communication Coordinate and support client meetings, reporting, and ongoing service needs Handle client inquiries with professionalism, discretion, and urgency Portfolio & Investment Support Assist advisors in managing and monitoring client portfolios across asset classes Prepare performance reports, portfolio reviews, and investment summaries Support investment research and provide insights on market trends and strategies Ensure accuracy of account data, transactions, and portfolio allocations Financial Analysis & Reporting Utilize advanced Excel skills to analyze portfolio performance and generate reports Conduct ad hoc analysis, including variance analysis and client-specific requests Prepare customized presentations and materials for client meetings Operations & Coordination Collaborate with internal teams (advisors, operations, compliance) to ensure seamless client service Assist with account onboarding, documentation, and ongoing maintenance Maintain accurate records and ensure compliance with regulatory standards Qualifications Bachelor's degree in finance, Economics, Business, or related field 1-4+ years of experience in: Wealth management Investment banking Financial services Private equity Venture capital Investment management or advisory Experience working with high-net-worth and ultra-high-net-worth individuals Strong understanding of investment products, portfolio construction, and financial markets Advanced proficiency in Microsoft Excel (financial modeling, reporting, analysis) Proven experience in client relations and relationship management Experience supporting financial advisors or portfolio managers Exceptional communication skills with a polished, professional demeanor Highly organized with strong attention to detail and ability to multitask Preferred Qualifications Exposure to multi-asset portfolios (equities, fixed income, alternatives) Progress toward or interest in CFA, CFP, or similar designation Why Join Exposure to sophisticated investment strategies and UHNW clientele Collaborative, high-touch client environment Opportunity for long-term growth within a respected wealth management firm

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person

Pay:

$55,000.00 - $85,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person