Associate Wealth Advisor

At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.

Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest‑growing doctor‑focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.

We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high‑quality advice rating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship‑driven go‑to‑market model that can scale without losing trust.

Join us as we build the future of financial services for doctors faster, smarter, and at scale.

We are looking for an Associate Wealth Advisor to join the Client Services Team s is a unique opportunity to utilize state‑of‑the‑art technology, and by working with and supporting experienced Wealth Advisors and specialists, you’ll discover how advice strategies can help physicians realize their full wealth potential. Although this position initially will not have an individual client practice, this client‑facing role provides an opportunity to apprentice with a top senior wealth advisor in the U.S. Also, the promotional path for this role is to progress to a Wealth Advisor role overseeing an individual client practice.

At Earned, we separate sales and service roles, allowing the advisory team—including this role—to focus on exceptional client service.

The ideal candidate will desire to work in a team‑oriented, tech‑forward, comprehensive wealth management practice; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast‑paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity.

As one of the first associates clients connect with, this role is instrumental in ensuring clients have a positive experience that exceeds their expectations. You will report directly to a Senior Wealth Advisor.

• Assist the advisory team as they meet with clients, understand our client's overall financial needs, identify value‑added services that our advisory team can provide, help develop clients’ financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviews.
• Organize and schedule client appointments; onboard new clients and support existing clients.
• Attend client meetings, take detailed notes, and review meeting takeaways with advisors.
• Help with preparation for and follow‑up for client financial plans, investment planning, insurance reviews, and estate planning analysis.
• Timely response to client service requests.
• Support multiple roles across the firm—advisory, operations, relationship management—through a variety of tasks.
• Review activities…