Associate Wealth Advisor

Company Overview

North Coast Asset Management is a data‑driven investment firm specializing in dynamic, risk‑managed equity and income strategies for high‑net‑worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as part of the Focus Financial network.

Join North Coast Asset Management as an Associate Wealth Advisor. This role can work remotely but requires travel throughout the Pacific Northwest.

• Develop, revise, and present financial plans through planning software.
• Apply knowledge of tax, estate, and insurance planning.
• Achieve mastery of Focus Partners Wealth’s (FPW) investment philosophy.
• Create holistic investment strategies for each client, monitoring risk tolerance as needed.
• Undergo an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting.
• Master the technology stack offered, including the CRM system and custodian websites.
• Resource and collaborate with other Associate Wealth Advisors (AWAs).
• Lead client communications and interactions independently.
• Diligently record client communications and information within the client relationship management platform.
• Serve as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Meet with clients in person; some travel may be required.

• Bachelor’s Degree.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team‑orientated approach.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 – $120,000 per year. Actual base pay could vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Base pay is just one component of the total compensation package for employees.

Other rewards may include an annual cash bonus and a comprehensive benefits package.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I understand that under Maryland law, an employer may not require or demand, as a condition of employment, prospective employment or continued employment, that any individual submit to or take a polygraph or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.

For California Applicants: Information on your California privacy rights can be found here.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. § 39‑2‑901.

For Rhode Island Applicants: Focus is subject to Chapters 29‑38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The Company complies fully with the Americans with Disabilities Act.