Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role offers a unique opportunity to join a growing investment consulting practice at an early stage, providing direct exposure to Lead Advisors and senior leadership, ownership of client relationships, and a clear path for growth as the team scales. The Associate's primary responsibility is to support Lead Advisors in managing ultra-high-net-worth client relationships, anticipating needs, advising clients, providing operational assistance, and collaborating with team members.

Responsibilities

Develop a thorough understanding of each client’s financial situation, including their goals, time horizon, liquidity needs, and risk tolerance.
Support Lead Advisors across all aspects of managing ultra-high-net-worth client relationships, anticipating client needs and delivering proactive, high-touch service.
Collaborate on the systematic preparation of investment recommendations, portfolio construction, and rebalancing to ensure asset allocation is aligned with client goals and objectives.
Articulate the firm’s investment philosophy and adhere to the investment process, asset allocation models, and manager selection, leveraging internal resources.
Support financial planning analysis and assist with the preparation of client meeting materials and deliverables.
Develop an understanding of how trusts, LLCs, and other family entities are structured, operate, and their purpose within each client’s broader wealth plan.
Review performance reports for accuracy and articulate the details and concepts within the report.
Coordinate with clients’ tax and legal advisors on planning matters, including estate and wealth-transfer considerations, in partnership with the Lead Advisor.
Collaborate with the Lead Advisor to onboard new clients, assist in opening and titling new client accounts, and confirm addition to the reporting portal.
Process and monitor client transactions, proactively communicating completion or issues with team members.
Participate in team meetings and collaborate with other advisors and teams on best practices, goals, and initiatives for the practice.
Seek ongoing professional development opportunities to enhance technical, interpersonal, and business development skills.

Requirements

1–3 years of relevant experience in wealth management, private wealth, or financial planning.
Experience advising or supporting ultra-high-net-worth (UHNW) clients.
Working knowledge of trusts, LLCs, and other family entities — how they are structured, how they operate, and their purpose within a wealth plan.
Background in portfolio construction and management.
Strong financial planning skills.
Highly detail-oriented and organized, with the ability to juggle multiple priorities in a fast-paced environment.
Proficiency in Excel and the broader Microsoft Office suite (Word, PowerPoint).
Excellent written and verbal communication skills, with a client-service mindset and the discretion and professionalism appropriate for a UHNW clientele.
Performance reporting software experience — Black Diamond preferred; Addepar experience a plus.
Alternative data management software — Arch preferred.
Financial planning software — MoneyGuidePro preferred.
Experience with Schwab as custodian.
CFA or CFP designation, or meaningful progress toward either.
Experience working with family offices — single-family, multi-family, or an outsourced/embedded family office model.
Familiarity with estate and wealth-transfer planning concepts.
Working understanding of income, gift, and estate tax as they relate to planning, and comfort coordinating with clients’ tax and legal advisors.
Exposure to alternative investments (private equity, private credit, hedge funds, direct/co-investments).
Must be currently authorized to work in the United States on a full-time basis upon hire.
Will not consider candidates requiring sponsorship for employment visa status now or in the future.

Skills

Investment Consulting
Tax
Valuation
Business Advisory
Client Relationship Management
Financial Planning
Portfolio Construction
Asset Allocation
Manager Selection
Performance Reporting
Estate Planning
Wealth Transfer Planning
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Location

New York City

Work Type

Full-time

Experience Level

1-3 years

Education Level

Bachelor's degree in Finance, Accounting, or Economics preferred

Salary/Compensations

$75,200 – $106,600

Benefits

Medical insurance
Dental insurance
Vision insurance
Basic life insurance coverage
401(k) plan
160 hours of paid time off annually
Twelve paid holidays each calendar year

About the Company

Andersen is a trailblazing force with the most extensive global presence among professional services organizations, offering expertise in Investment Consulting, Tax, Valuation, and Business Advisory.
The firm operates without independence-related constraints, allowing work with clients of all sizes across every industry.
Andersen fosters a community that thrives on diversity, inclusivity, and collaboration, focusing on employee development through world-class education, immersive experiences, and mentorship.

Equal Opportunity

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace.
Evaluates all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law.
Considers all qualified applicants, including those with criminal histories, in a manner consistent with applicable law.
Provides reasonable accommodation to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.