Fairway Wealth Management LLC is a multi-family office providing integrated wealth management and investment advisory services. Founded in 2002, the firm manages approximately $2.4 billion in assets for high net worth individuals and families in twenty-eight different states.

Overview:

We are seeking a Wealth Management Associate to support our Wealth Managers in delivering our full range of wealth management services. The ideal candidate will have an Accounting, Finance, and/or Financial Planning undergraduate degree and will have or be pursuing CPA or CFP licensure. Prior work experience, preferably in an accounting firm, family office, or wealth management firm, with exposure to personal income tax returns is desirable. This is a technical, client-service position responsible for the analytical work in developing comprehensive deliverables for our clients. This role involves a moderate degree of direct client contact as well as contact with clients’ other advisors such as attorneys, accountants, and insurance agents. Strong analytical and communication skills are required, as are strong computer skills in utilizing a variety of applications.

The role is primarily in office, with flexibility to work from home on Fridays.

Duties include the following:

Preparation and analysis of long-range projections of changes in net worth and cash flows, including Monte Carlo analysis to assess feasibility of and progress toward specific client goals
Preparation of Net Worth statements and other financial planning worksheets focused on specific financial decisions, estate planning, investment analysis, insurance needs analysis, etc.
Preparation and analysis of investment portfolio reports
Preparation of income tax projections
Preparation of agendas and analyses for client meetings
Preparation of various analyses, as needed based on client needs and circumstances
Documenting notes from client meetings and writing of detailed follow-up emails from those meetings

Desired Applications/Skill Sets:

Proficiency with Microsoft Word, Excel and Outlook
BNA Income Tax Planner
Financial Planning Software
Black Diamond Performance Reporting
Salesforce CRM

Fairway Wealth Management LLC jobs

Associate Wealth Manager