Wealth Management Associate

About the Role Wynd Capital & Wynd CPAs is a boutique integrated wealth management and CPA firm providing proactive tax and financial planning to individuals, families, and business owners. We are seeking a Wealth Management Associate to support our advisory team in delivering a high-quality, comprehensive client experience. This is a growth-oriented role designed for someone who wants to build a long-term career in wealth management while gaining hands-on experience in financial planning, investment support, and client relationships. What You'll Do Support lead advisors in delivering financial planning and investment advice Prepare and maintain financial plans, including retirement, cash flow, and tax strategies Assist in portfolio monitoring, performance reporting, and rebalancing support Coordinate client service requests (account setup, transfers, distributions, etc.) Prepare meeting materials, attend client meetings, and track follow-up items Maintain accurate client records and documentation within firm systems Collaborate with our tax team to identify planning opportunities and deliver integrated advice Support onboarding of new clients and assist with prospective client preparation What We're Looking For Bachelor's degree in finance, accounting, economics, or related field 1-4 years of relevant experience preferred (wealth management, banking, or financial services) CFP®, CFA, CPA designation or interest in pursuing upon hire Series 7 / Series 65 / Series 66 licenses or interest in pursuing upon hire Strong analytical, organizational, and communication skills Detail-oriented with the ability to manage multiple priorities Professional, team-oriented, and motivated to grow What You'll Gain Direct exposure to comprehensive financial planning and investment management Experience working in an integrated tax + wealth advisory model Mentorship from experienced tax and wealth management professionals Clear path for growth into an Associate Wealth Advisor role Competitive compensation with performance-based incentives Why Wynd We believe the best advice comes from integrating tax, planning, and investment strategy—not treating them separately. Our team is collaborative, client-focused, and committed to delivering thoughtful, proactive guidance.

Pay:

$55,000.00 - $75,000.00 per year

Benefits:

Health insurance Professional development assistance Retirement plan

Work Location:

In person