Associate Wealth Management Advisor

Midas Wealth • Full-time • New York, New York, United States • $65k - $70k / year • 4w ago

Midas Wealth is seeking a highly organized and proactive Associate Wealth Management Advisor, 2nd Chair to the CEO. The ideal candidate will possess excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.

Key Responsibilities:

Case Documentation: Shadowing meetings to observe, taking detailed case notes, and providing support to Advisor during meetings.
Task Management: Delegating action items post client meetings to the corresponding departments and ensuring timely completion.
Inbox Management: Replying to emails on behalf of the CEO to ensure timely and effective communication.
Calendar Management: Managing the CEO’s schedule, including preparing the calendar and coordinating meeting preparations for client meetings.
Client Scheduling: Arranging appointments and meetings with clients, ensuring all logistics are handled smoothly.
Client Services: Providing prompt, accurate, and Michelin-star service to our clients, exceeding their expectations and fostering long-term relationships. Reaching out to clients to follow up on outstanding items and ensure all client needs are addressed.
Compliance and Documentation: Maintaining detailed and accurate records of all transactions and client interactions. Updating client files and entering new client information into the CRM system accurately. Ensuring all actions comply with regulatory requirements and company policies.
Growth and Development - Continuously evaluating ways to improve firm processes and client experience.
Goal Tracking: Updating pipeline trackers, tracking activities from meetings, and maintaining an organized flow of information.

Qualifications:

Bachelor’s degree preferably in finance, accounting, or economics Minimum of 3 years of experience in financial services, financial planning, or wealth management Strong understanding of financial products, investment strategies, and comprehensive financial planning Excellent interpersonal, communication, and client service skills, bonus for experience with high-net worth clientele Incredible attention to detail with desire for accuracy Qualifications cont.

Must have the ability to obtain necessary insurance and securities licenses Willingness to obtain additional certifications/designations, if not already

Details:

Primarily, in office role, NYC
Compensation is commensurate with experience
Base Salary + Bonuses + Benefits
Culture: Team of High Achievers

About us:

Midas Wealth is a Forbes-recognized, boutique financial planning and family office firm dedicated to delivering sophisticated, personalized wealth strategies. Based on an award-winning, education-first approach, our experienced team of 15 professionals—holding designations such as CFP®, CFA®, RICP®, and CLTC®—offering tailored solutions for high-net-worth individuals and families. We specialize in helping clients gain clarity, confidence, and control over their financial future. From portfolio management to multigenerational planning, our white-glove service ensures every detail is handled with the utmost care and expertise.

Big Picture:

Education is the back-bone of our Financial Planning Firm for our clients and our team. We want our clients to feel empowered by the tremendous value that we bring to them and our team members to value self-reflection and opportunities for improvement. We are looking for a team player who will take ownership and pride in the quality of work and services they provide. We are a growth-minded and ambitiously goal-oriented firm and allow our team members to also grow professionally, whether in designations or internal positions. Hard work is rewarded with fair compensation and bonus structures. This role requires a candidate who is adaptable, detail-oriented, and capable of maintaining confidentiality while working in a fast-paced environment.