Job Description

COMPANY OVERVIEW

The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.

REPORTS TO

The Associate Advisor will report directly to the Lead Advisor or their designee.

POSITION SUMMARY

The position of Associate Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.

This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.

Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

ESSENTIAL DUTIES & RESPONSIBILITIES

The key responsibilities and description of duties described below are not intended to be all inclusive:

• Provide support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes and action items
• Provide support for investment management clients by preparing managing meeting notes and action items
• Provide support with asset allocation and rebalancing of clients’ portfolios
• Prepare materials and presentations for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately
• Attend client meetings and manage/complete all meeting follow-up activities if needed
• Understand and coordinate income tax planning items and work closely with client tax advisors.
• Understand and coordinate estate planning items and work closely with client legal advisors.
• Understand, evaluate, and execute on delivering risk management solutions for the client.
• Capable of establishing a level of trust and confidence with the client so that any financial issue can be addressed, and the appropriate solutions can be offered to the client.
• Continuous review of each client's situation and objectives to ensure financial plan remains on track to achieve goals.
• Initiate and field clients’ calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.
• Create proposals for prospective clients
• Liaise with client’s attorneys, accountants and all client’s advisors as needed.
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

QUALIFICATIONS

The Advisor/Wealth Planner of the Firm must possess the following qualifications:

• Five (5) or more years’ related experience, with a demonstrated depth and breadth of technical knowledge and expertise
• CPA/CFP preferred; Series 65 or 66 required within 180 days of employment
• Experience working with private, high net-worth clients and/or institutional clients
• Exceptional communication (verbal and written) and presentation preparation and delivery skills
• Highly developed problem-solving ability and a willingness to drive workflow
• Ability to collaborate effectively and work well within a team structure
• Entrepreneurial instincts and proactive attitude
• Ethically driven with an unwavering client commitment
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote
• Proficiency in Portfolio Management Software and CRM systems

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