Job Summary:   The purpose of this position is to provide detailed support to the firm’s Wealth Advisors who, in turn, provide wealth management services and advice to meet our clients’ financial planning needs.  The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for a portion of the firm’s smaller to mid-size clients, the Associate Wealth Advisor has the opportunity deepen and grow these relationships. The incumbent will be very involved with management of client investment portfolios as well as support for other financial planning the firm’s clients may need, such retirement forecasting, tax planning, insurance and estate planni