Associate Wealth Advisor

Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management. We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth.

DCLA is seeking an Associate Wealth Advisor to join our wealth advisory team in New York. This position provides an opportunity to work closely with senior advisors and support the delivery of comprehensive financial advice to high-net-worth individuals and families.

The Associate Wealth Advisor will play an important role in developing and executing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning, while helping to strengthen and deepen long-term client relationships. This individual will also have the opportunity to gain broad exposure to the firm's wealth management processes, technology, and strategic initiatives.

This position requires employees to work four days per week in the firm's New York office.

Primary Responsibilities:

• Knowledge of tax,