Associate, Wealth Advisor
Role Overview
Associate role with Stenner Wealth Partners+, a wealth management and outsourced CIO consulting team serving Canadian and US investors and households.
The team focuses on highly personalized service for high-net-worth and ultra-high-net-worth client families and seeks to grow its business.
Key Skills for This Role
Full Job Posting
Role overview
Associate role with Stenner Wealth Partners+, a wealth management and outsourced CIO consulting team serving Canadian and US investors and households.
The team focuses on highly personalized service for high-net-worth and ultra-high-net-worth client families and seeks to grow its business.
Compensation
- Competitive compensation of $110,000–$150,000 annually, depending on experience and credentials.
Client relationship management
- Serve as a relationship partner to high-net-worth and ultra-high-net-worth client families with senior team members.
- Build multigenerational relationships that support retention, referrals, and long-term growth.
- Prepare for client reviews, participate in meetings, and take increasing ownership of meeting leadership and follow-up.
- Coordinate advice across investment, tax, estate, insurance, and financial planning matters.
- Collaborate with family offices, accountants, lawyers, insurance specialists, and other professional advisors.
- Maintain accurate client records in accordance with regulatory, compliance, and internal requirements.
Business development and advisory
- Identify, qualify, and convert prospective client opportunities; prepare for prospect meetings, presentations, and follow-up.
- Build and maintain a pipeline of prospective clients and referral sources and contribute to asset growth and revenue objectives.
- Support referrals, deeper client relationships, and expanded services to existing client families.
- Present investment strategies and wealth management solutions to clients and prospects, with senior team support as appropriate.
- Partner with Portfolio Managers and Analysts on portfolio reviews and investment analysis.
Candidate profile
- Dedicated professional eager to advance a career in wealth management.
- Willing to learn and focused on delivering high-quality client service and results.
- High attention to detail is required.
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