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About the Role
Douglas C. Lane & Associates (DCLA) is seeking an Associate Wealth Advisor to join their wealth advisory team in New York. This position supports the delivery of comprehensive financial advice to high-net-worth individuals and families, playing an important role in developing and executing customized financial planning strategies.
Responsibilities
- Knowledge of tax, estate and insurance planning
- Develop and revise financial plans through planning software
- Obtain a mastery of technology stack offered, including CRM system and custodian websites
- Diligent recording of client communication and information within the client relationship management platform
- Engage in advisory team business planning efforts and support the firm’s strategic priorities
- Flexibility to collaborate on special projects with other areas of the Firm
Requirements
- Bachelor's Degree
- Over one year of wealth management experience
- Active pursuit of the CFP (Certified Financial Planner) designation preferred
- Ability to communicate effectively with senior wealth advisers, portfolio managers, and clients
- Strong interpersonal skills; have a team-oriented approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Excellent analytical skills and attention to detail
- Experience creating and delivering financial plans
- Knowledge of eMoney, MoneyGuidePro, or other financial planning software strongly preferred
Skills
- Tax planning
- Estate planning
- Insurance planning
- Financial planning
- Client relationship management
- Business planning
- Communication
- Interpersonal skills
- Team-oriented approach
- Financial industry knowledge
- Financial product knowledge
- Financial planning concepts
- Analytical skills
- Attention to detail
Location
- New York
Work Type
- Onsite
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's Degree
Salary/Compensations
- $75,000-$100,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
About the Company
- Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management. We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth.
- DCLA is part of the Focus Financial Partners’ network firm community. As part of the partnership, DCLA remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Equal Opportunity
- Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.