Job Description

Associate Wealth Management Advisor

Two Lights Private Wealth

Two Lights Private Wealth is a multi-generational wealth management firm. Our planning helps client families thrive - today, tomorrow, and beyond. We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 100 collective years serving the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, business owners, law firm partners, and affluent families.

Role Overview

We are seeking a detail-oriented professional to join Two Lights Private Wealth ($1.5B AUM) as an Associate Wealth Management Advisor, primarily supporting a Private Wealth Advisor while contributing to overall Team success. This role is ideal for someone who excels at client service, meeting preparation, and follow-through, while maintaining strong attention to detail and organizational skills.

Team Values:

1. Feel the Love: We create exceptional experiences through true collaboration. We
2. anticipate needs, eliminate friction, and work together seamlessly. When clients and
3. colleagues work with us, they know they are in good hands.
4. Outcome Over Ego: We are driven by results, not personal agendas. We don't care who
5. gets the credit, we care about delivering the best service to our clients.
6. Run to the Ball: We are all-in and proactive. When we see an opportunity or challenge, we 'pick up the phone' - we don't wait to be asked. We are aggressive to serve. We take ownership and act with urgency, communicating early and often to keep everyone in the loop.
7. No Struggling: We are in this together and nobody goes it alone. When challenges arise, we fix the problem, not the blame. We share knowledge, lend support, and make sure everyone has what they need to spend life living.

Core Responsibilities

• Serve as primary support for the Private Wealth Advisors' client relationships while assisting the broader Two Lights Team.
• Manage meeting preparation including gathering relevant documents, creating and updating financial plans and meeting materials.
• Handle post-meeting follow-up, including documenting action items and ensuring timely completion.
• Cooperate with advisors to translate technical analysis into actionable recommendations.
• Collaborate with team members to ensure seamless client service delivery across the practice.
• Maintain accurate client records and relationship data in our Client Relationship Management (CRM) software.
• Support ongoing client service requests and communications. Qualifications:
• Life, Accident & Health, Series 7, Series 63 required.
• CFP designation preferred or in progress.
• Proficient in investment software, financial planning tools, and client relationship
• management.
• Strong verbal and written communication, attention to detail, and professionalism.
• Deep knowledge of investment management, tax strategies, and retirement planning.
• Ability to manage confidential information while maintaining excellent client service.
• Compensation and Benefits
• Salary: $60,000-$100,000 Annually (Commensurate with experience)
• Bonus: Discretionary
• Insurance: Health, Vision, Dental, Disability Insurance, Life Insurance
• PTO Policy: Unlimited
• Retirement: 401k after 1 year plus PSP Growth Path
• Success in this role offers growth in responsibility, expertise in wealth management, and income potential. The team is committed to supporting professional development, with full sponsorship of relevant continuing education, advanced designations, and company conferences. A high- performing associate may have the opportunity to lead client relationships, learn advanced technologies, and drive operational improvements, enhancing both personal and firm capabilities.

What Makes You Successful in This Role

• You are organized and take pride in attention to detail.
• You anticipate needs and follow through on commitments.
• You maintain composure and effectiveness in a fast-paced environment.
• You thrive in a team environment while managing individual responsibilities.
• You deliver exceptional client service.
• You are eager to learn and would describe yourself as intellectually curious.

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