Associate Advisor – Ultra High Net Worth Wealth Management Location: Hybrid (Twin Cities Metro)Compensation: $80,000 – $100,000 + BonusA growing wealth management firm serving ultra-high-net-worth individuals and families is seeking an Associate Advisor to support sophisticated client relationships and planning initiatives.This role works closely with advisors, clients, and professional partners to help deliver a highly organized, responsive, and exceptional client experience. The ideal candidate enjoys coordinating complex projects, managing details, and supporting high-level professionals in a fast‑paced environment.The Associate Advisor serves as a central operational and relationship support partner for the firm's most sophisticated client relationships. This individual helps coordinate planning initiatives across investments, insurance, tax, estate, and other advisory disciplines while ensuring seamless communication, execution, and service delivery.Responsibilities Support advisors in managing complex client relationships and planning initiativesCoordinate communication and follow‑up between clients, advisors, and external professionalsPrepare meeting materials, summaries, presentations, and planning documentationConduct research and assist with analysis related to client needs and planning strategiesTrack projects, action items, and implementation across multiple stakeholdersMaintain accurate client records, CRM data, and workflow processesAssist in creating a proactive, high‑touch client experienceUtilize technology and AI tools to improve organization, efficiency, and executionQualifications 3+ years of experience in wealth management, financial services, banking, insurance, legal services, accounting, or another professional services environmentExceptional organizational and project coordination skillsStrong written and verbal communication abilitiesAbility to manage multiple priorities while maintaining accuracy and professionalismHigh level of discretion, maturity, and emotional intelligenceAnalytical mindset with strong problem‑solving abilitiesExperience leveraging technology and AI tools to improve productivityLicensing Required Life, Accident & Health are requiredSIE, Series 7, Series 63 are requiredPreferred Experience supporting financial advisors, executives, attorneys, accountants, or other professionalsExposure to financial planning, investments, insurance, trust, estate, or client service operationsWhy Consider This Opportunity? Exposure to sophisticated planning strategies and high‑level client relationshipsCollaborative and growth‑oriented environmentOpportunity for long‑term career advancementCompetitive compensation, bonus opportunity, and comprehensive benefits package#J-18808-Ljbffr