Wealth Management Associate

About The Cynosure Group and Wealth Advisors

The Cynosure Group, established in 2013, is a multi-strategy investment management firm operating from Salt Lake City and New York City, overseeing over $11.5 billion in regulated assets as of July 2026. Its wealth management branch, Cynosure Wealth Advisors (CWA), functions as a multi-family office managing approximately $1.5 billion for around 50 ultra-high-net-worth client families. CWA offers comprehensive services across investments, tax and financial planning, and family office operations with a boutique, high-touch approach and is experiencing rapid growth.

Role Overview

The Wealth Management Associate will join CWA’s Salt Lake City team in a generalist capacity, gaining extensive exposure to client service, operations, investment management, and financial planning. This entry-level position provides opportunities for learning and advancement to specialized roles within two years.

Key Duties

• Address daily client inquiries and manage account activities.
• Coordinate account setups, transfers, and updates with custodial platforms like Fidelity Wealthscape and Schwab Advisor Center.
• Handle funds transfer, wire processing, and sensitive transactions diligently.
• Prepare and distribute client meeting materials, agendas, and follow-ups.
• Maintain accurate client information in Wealthbox CRM.
• Support operational workflows alongside the Director of Operations, coordinating with custodians, vendors, and internal systems.
• Assist onboarding of new clients, managing documentation and asset transfers.
• Manage billing processes, fee reconciliation, and reporting utilizing Billfin and Black Diamond platforms.
• Generate portfolio performance reports and assist with investment monitoring across asset classes.
• Support investment tracking and communication efforts, including manager outreach and capital activities.
• Assist advisors with financial planning analyses using eMoney software and prepare materials for client planning reviews.
• Collaborate cross-functionally within the firm to improve processes, participate in firm meetings, and advance professional development.

Professional Development Path

Associates start as generalists learning all aspects of wealth management over the initial two years, after which they can specialize in areas such as operations, investments, advisory, or business development. The firm also supports credentialing through Series 65, CFP, CFA, and an advanced M.S. in Wealth Management.

Qualifications

• 0 to 2 years of experience; internship experience in related financial services preferred.
• Bachelor’s degree in Finance, Economics, Business, or related field; candidates graduating in late 2026 or early 2027 may work part-time until graduation.
• Excellent organizational skills with the ability to manage multiple priorities effectively.
• Strong verbal and written communication skills combined with professionalism in client interactions.
• Familiarity and comfort with AI tools such as ChatGPT and Jump AI incorporated into workflows.
• Proficiency in Excel and PowerPoint; experience with platforms like Black Diamond, eMoney, or Wealthbox beneficial.
• High ethical standards, discretion, and confidentiality in dealing with sensitive family financial information.
• Team-oriented mindset, adaptable to a fast-paced boutique environment; athletes are noted to thrive here.
• Interest in obtaining industry credentials like Series 65, CFP, or CFA.

Why Join Cynosure Wealth Advisors?

• Opportunity for meaningful responsibility from the start, including client interactions and business exposure.
• Defined career progression with support for professional certification and growth.
• Close mentorship from experienced advisors and leadership.
• Participation in a rapidly expanding firm culture focused on team cohesion and development.