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The Associate Wealth Advisor develops and presents financial plans, manages client relationships, and supports financial advisors in various areas including investments and compliance.

Support Wealth Advisors by creating and presenting financial plans, developing tax/estate/insurance strategies, executing investment and trading recommendations, managing client communications in CRM, and leading select client relationships while collaborating on advisory team initiatives.

The Associate will support M&A activities, conducting financial analysis, due diligence, and deal structuring, while coordinating across teams for successful execution of deals.

Lead planning, execution, and optimization of paid search and social campaigns to generate qualified investor leads. Manage six-figure monthly media budgets, partner with agencies, run A/B tests, optimize landing pages and funnels, track attribution with analytics/CRM, and report on ROI while identifying new performance channels.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades with portfolio management, managing client communications and billing, and maintaining CRM records. Hybrid role requiring in-person client meetings and collaboration across advisory teams.