Associate Wealth Architect

Job overview

The Associate Wealth Architect role is onsite in Mountain View, CA. Compensation is not specified. The position supports Wealth Architects, the Chief Wealth Architect, and clients with wealth management and financial planning. The role helps develop and implement client financial plans through data gathering, analysis, case design, and meeting preparation. It also supports ongoing client relationships by coordinating account administration, investment-policy documentation, reporting, and follow-up with internal teams and other professional advisors.

What you'll do

• Support day-to-day client relationship management
• respond to client inquiries
• maintain client records and update balance sheets
• gather data and draft family goals and strategic plans
• prepare financial models and client-requested analyses
• prepare for and attend client meetings and complete follow-up
• coordinate investment policy statements, transactions, reports, agreements, and account administration
• communicate with other professional advisors
• assist with special projects and fellow associate training.

What we're looking for

Skills & competencies

associate wealth architect

wealth management

financial planning

client relationships

financial analysis

investment policy statements

mountain view ca

wealth architects

full-time

onsite

Work arrangement

• Weekend coverage required

Why this role

The posting welcomes candidates with 0–5 years of financial-services experience and says prior experience is preferred but not always required. A Series 65 license is preferred; pursuing or willingness to pursue professional credentials is noted.

About the employer

Wealth Architects is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.