{"id":3776825,"url":"https://alion.io/job/uhy-wealth-management-associate","title":"Wealth Management Associate","company":{"id":2021687,"name":"UHY","domain":"uhy-us.com","url":"https://alion.io/company/uhy-us","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":30,"ghost_share":0,"stale_share":0.767,"repost_share":0,"time_to_fill_p50_days":43,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Newburgh, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":29,"max":38,"currency":"USD","period":"hour","gross":null,"usd_annual":76000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-11-04T23:30:22Z","employer_posted_date":"2026-11-04","last_verified_at":"2026-11-05T21:42:50Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"JOB SUMMARY\nThe Wealth Management Associate will provide essential support to the Wealth Manager and assist clients with investment strategies and other financial matters. This role is client-facing and requires a strong understanding of financial products, UHY service offerings, and complex financial data. The ideal candidate will demonstrate sound judgment, a high level of professionalism, and a commitment to delivering excellent client service.JOB DESCRIPTION\nResearch market trends and assist in the creation and execution of investment strategies in collaboration with the Wealth Manager\nManage and maintain relationships with clients on behalf of the Wealth Manager, serving as a key point of contact\nProvide timely and accurate support on investment products, financial planning tools, and services\nAddress and resolve client questions and concerns, escalating to the Wealth Manager as appropriate\nComplete and submit investment-related paperwork, such as applications, transfer forms, and withdrawal requests, for approval\nPrepare customized investment proposals and presentation materials for prospective and current clients\nAnalyze financial statements, client portfolios, and market data to assist with client reporting and recommendations\nPerform day-to-day administrative functions including scheduling, responding to client communications, and maintaining organized client records\nSupervisory responsibilities\nNone\nWork environment\nWork is conducted in a professional office environment with minimal distractions\nPhysical demands\nProlonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time\nMust be able to lift up to 15 pounds at a time\nTravel required\nLocal travel to client/prospect businesses for meetings is expected\nRequired education and experience\nBachelor’s degree in finance, accounting, or a related field\n1-3 years of experience in financial services, wealth management, or a related field\nNASD Series 7 and 63 licenses required (or ability to obtain within a designated time frame)\nPrevious experience (internship or other) working in the wealth management field\nProficiency in using Microsoft Excel, PowerPoint and industry related software\nComfortable making presentations and speaking to audiences\nPreferred education and experience\nCFP and CFA certification advantageous\nExperience working in a CPA or multi-disciplinary professional services firm\nOther duties\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.\nFor job postings in our Newburgh location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $29.47-$38.32 per hour.\nWHO WE ARE\nUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.\nWHAT WE OFFER\nPOSITIVE WORK ENVIRONMENT\nEnjoy a collaborative and supportive work environment where teamwork is valued.\nATTRACTIVE COMPENSATION PACKAGES\nOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.\nCOMPREHENSIVE BENEFIT PACKAGE\nAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.","description_format":"text","description_chars":4271,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Health insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-11-04T23:30:22Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":0,"expected_fill_days":43,"reasons":["conf:0","stale_co","win:early","comp:junior"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":76000,"is_top_pay":true},"html_url":"https://alion.io/job/uhy-wealth-management-associate","json_url":"https://alion.io/job/uhy-wealth-management-associate.json","meta":{"generated_at":"2026-11-05T21:46:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2073,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2021687},"rest":"https://alion.io/mcp/rest/get_company?id=2021687"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fuhy-wealth-management-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fuhy-wealth-management-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fuhy-wealth-management-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/uhy-wealth-management-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fuhy-wealth-management-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3776825}},{"tool":"search_jobs","arguments":{"company":"uhy-us.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3776825},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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