COMPANY OVERVIEW
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.
REPORTS TO
The Associate Advisor will report directly to the Lead Advisor or their designee.
POSITION SUMMARY
The position of Associate Advisor for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.
This position requires working collaboratively with a group of Private Wealth personnel, including but not limited to Lead and Principal Advisors, Wealth Strategists, Client Service Associates, Investment operations and reporting teams to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.
Please note that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Advisor/Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.
ESSENTIAL DUTIES & RESPONSIBILITIES
The key responsibilities and description of duties described below are not intended to be all inclusive:
QUALIFICATIONS
The Advisor/Wealth Planner of the Firm must possess the following qualifications:
...and plans. Required Qualifications: MUST have minimum of 3 years directly related work as a project/outage scheduler in a nuclear setting. MUST have prior experience in a project with the past 5 years using Primavera P6 MUST have nuclear experience. ...
Job Description DESCRIPTION: Duties: Design, develop and implement software solutions. Solve business problems through innovation and engineering practices. Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating...
...Title: Incident Manager III Description: Incident Manager III to perform investigations to characterize the severity of breaches, develop mitigation plans, and assist with the restoration of services. This is a shift position (M-F 1400-2230 EST). Eligibility...
...Part-Time Law Clerk Position AV-Rated Insurance Defense Firm Are you a law student looking to gain hands-on litigation experience... ...and professional environment. *This position is for immediate hire Key Responsibilities: Draft responses to Complaints,...
...range of high-quality desserts, breads, pastries and prepared foods and coffees Lead team to drive sales and ensure profitability... ...and managers to ensure restaurant profitability through food, beverage, and labor costs Experience Needed ~3-5 years as a General...