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:
QUALIFICATIONS
The Advisor/Wealth Planner of the Firm must possess the following qualifications:
...Job Title: Power BI Developer Location: New York, NY (Hybrid Tuesday and Thursday preferred) Duration: 6 Months (Contract to Hire) Rate: $75 to $89/hr on W2 Work Hours: 9:00 AM 5:00 PM Start Date: ASAP Interview Process: 1st Round Technical Interview,...
...posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran....
...Are you passionate about wine and providing exceptional customer experiences? Look no further! St. Julian, Michigan's premier winery, invites you to join our team as a Wine Consultant. This exciting position offers competitive hourly rates, with the potential to earn...
...Hands-on Experience in leading a team. Experience in the Guidewire development. Responsible for leading the team from on/near/offshore and work towards a common goal. Accountable for the team delivery. Responsible for teaching/coaching the team and create a...
...Exciting opportunity to join an established and growing real estate investment firm headquartered in Fort Lauderdale. This role will report to the director of acquisitions and will be a key player in underwriting new deals, assisting with development, and various related...