Wealth Management Senior Associate

A well-established and growing wealth management team is looking for a Senior Associate to join its collaborative, client-first practice.

In this role, you'll serve as the primary point of contact for a portfolio of high-net-worth clients, providing exceptional service, investment updates, and support on wealth, tax, and estate planning strategies. You'll work closely with advisors in a team-oriented environment where long-term relationships, integrity, and attention to detail are highly valued.

What we're looking for:

• 3+ years of wealth management or financial services experience
• Strong client relationship and communication skills
• Industry licensing (or equivalent wealth management credentials) preferred
• Accounting or finance background is a plus
• A collaborative professional looking to build a long-term career

This is an excellent opportunity to join a respected team that values professional growth, collaboration, and delivering an outstanding client experience.