2027 Wealth Management Associate

• 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.

Requirements

• 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

Benefits

• 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