Private Client Associate – Onsite Shelton, CT

Job Description

Innovative Asset Advisors Group is a wealth management firm that empowers individuals and families to

navigate the complexities of managing wealth by providing a tailored, high-touch client experience, best-in-class

technology, and the expertise of investment professionals with a broad range of experience across all asset

classes.

We are seeking a detail-oriented Private Client Associate to support our wealth management team in Shelton, CT to deliver

exceptional service to high-net-worth clients. This role involves comprehensive client relationship management,

investment administration, and operational support for complex financial portfolios. The successful candidate

will provide a wide range of supporting functions to a Senior Adviser and Associate Adviser across client service,

administration, and investments.

Essential Responsibilities

Work with clients to understand their financial objectives and coordinate service delivery
Maintain detailed client records and ensure all communications are documented and tracked
Coordinate with custodians, fund managers, and other service providers to ensure accurate and

timely execution.

What You’ll Bring

Experience with Schwab Adviser Center required
Bachelor's degree in finance, economics, business, or related field
One to four years of experience in financial services, preferably in wealth management or private

banking.

Strong analytical skills with proficiency in Excel and Word
Experience with portfolio management systems and CRM platforms
Previous exposure to alternative investments, trust and estate planning, or tax-advantaged strategies
Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.

Strong client service orientation with professional demeanor.

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What You'll Love About Us:

Competitive compensation, commensurate with experience
401(k) plan with employer match
Paid health insurance for Employees with dependent/spouse coverage at employee cost
4 weeks of vacation
Great work environment
Flexible work hours
Opportunity for hybrid schedule
Business casual attire

Apply now and become an integral part of our innovative team! Email your resume to:

jobs@innovativeaag.com

The Innovative CPA Group

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