Job Description

Why is This a Great Opportunity?

This is an exceptional opportunity to launch a long-term career in wealth management by working directly with an experienced Financial Advisor. You’ll gain mentorship, training, and hands-on experience in financial planning, investment strategies, and client relationship management — with the potential to build and eventually lead your own practice.


Job Description:

The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you’ll support client service, portfolio development, and financial planning efforts while learning the fundamentals of the wealth management business.

Key Responsibilities:
• Provide direct client support and respond to service requests.
• Assist in preparing client meetings and maintain up-to-date client information.
• Support financial planning and investment analysis using industry tools.
• Develop and recommend investment product solutions tailored to client goals.
• Participate in client meetings and help manage ongoing relationships.
• Learn the operations, compliance, and business development aspects of financial advising.


Qualifications:

• Bachelor’s degree in Finance, Business, or related field.
• Strong communication, technology, and organizational skills.
• Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire.
• Self-motivated with a strong desire to learn and grow in financial services.
• Team-oriented with attention to detail and a positive attitude.
• Commitment to earning the CFP designation within three years.

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