Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 9 days agoWe saw it 66 min after it went up

Associate Wealth Advisor

Network Firms13 open roles

Pay
$75,000 – $100,000 a year
Where
New York, New York
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate Wealth AdvisorNetwork Firms · New York, New York

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Network Firms's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. Network Firms postings stay open a median of 10 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.6%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.0%30 days
This job: posted 9 days ago

Network Firms median: 10 days open

The posting

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 seeking an Associate Wealth Advisor to join our wealth advisory team in New York. This position provides an opportunity to work closely with senior advisors and support the delivery of comprehensive financial advice to high-net-worth individuals and families.

The Associate Wealth Advisor will play an important role in developing and executing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning, while helping to strengthen and deepen long-term client relationships. This individual will also have the opportunity to gain broad exposure to the firm's wealth management processes, technology, and strategic initiatives.

This position requires employees to work four days per week in the firm's New York office.

Primary 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

Qualifications:

  • 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

This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$100,000. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Network Firms's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Network Firms's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Network Firms's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.