About The Role

Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
Manage client account paperwork, onboarding, and ongoing service requests.
Maintain CRM and portfolio management systems with accurate client information.
Bachelor's degree in Finance, Economics, Accounting, or a related field
1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
Progress toward or willingness to pursue CFP® certification
Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
Strong written and verbal communication skills
Preferred (Not Required)
CFP® certification or active progress toward it
SIE, Series 7 & 66, certification or active progress toward it
Comprehensive health, dental, life, and short and long term disability insurance
401(k) with company match
Generous paid time off
Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
Direct mentorship from senior advisors, with a clear path to expanded client responsibility
Competitive base salary plus performance based incentive compensation
A small, collaborative firm environment with direct access to leadership and a real seat at the table

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Wealth Management Associate

About The Role