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About the Role
Douglas C. Lane & Associates (DCLA) is seeking an Associate Wealth Advisor to join our 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 software
- CRM systems
- Client communication
- Business planning
- Financial industry knowledge
- Financial product knowledge
- Financial planning concepts
- Analytical skills
- Attention to detail
Location
- New York
Work Type
- Onsite
- Full-time
Experience Level
- Over one year of wealth management experience
Education Level
- Bachelor's Degree
- CFP (Certified Financial Planner) designation preferred
Salary/Compensations
- $75,000-$100,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
- Annual cash bonus
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.