About Us

Windsor Advisory Group is an investment advisory firm dedicated to serving highly successful individuals, their families, and family offices. We provide comprehensive family office services to a select number of ultra-high net worth individuals and families with a focus on personalized care and tailored solutions. Our team is collaborative, detail-oriented, and passionate about delivering exceptional service.

Position Overview

We are seeking a motivated, inquisitive, analytical, and personable individual with a passion for client service to join our team as a Wealth Management Associate.

Key Responsibilities

• Collaborate with team members to provide comprehensive financial advice and consistent, effective client support and service
• Gather and synthesize a wide range of information
• Process transactions, including cash flows, purchases and sales, and asset transfers
• Prepare for client meetings and respond to client requests
• Review and update client Investment Plans
• Create client reports, including cash flow, investment performance and activity, Personal Financial Statements, and ad hoc reports
• Prepare and/or review documentation to open or update accounts and private investments

What We Are Looking For

• Ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
• Initiative to research and resolve issues
• Team player with professional interactions with colleagues and clients
• Proficiency in Microsoft Office Word and Outlook, and strong Excel skill set
• Problem-solving ability, thoroughness, cautiousness, and attention to detail
• Ability to work independently in a fast-paced environment
• Capability to handle multiple tasks simultaneously
• Strong written and verbal communication skills
• Bachelor’s degree
• 1-3 years of professional experience

Why Windsor Advisory Group?

• Collaborative and supportive team culture
• A firm that values precision, integrity, and long-term relationships
• In office with flexibility to work remotely as life warrants