Associate Wealth Management Advisor
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-06-19
Listing for:
Nichols College
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Wealth Management
Job Description & How to Apply Below
Job listing expires on July 10, 2026.
Role DescriptionThe Associate Wealth Management Advisor is an on-site, full-time position based in Milwaukee, WI. This role involves supporting senior advisors in developing individualized financial plans, managing client portfolios, and strategizing for long-term financial growth. Responsibilities include conducting financial needs analysis, providing retirement and investment planning recommendations, and ensuring clients receive top-tier wealth management services with a focus on reaching their financial goals.
Qualifications- Life and Health Insurance licenses
- SIE, Series 7 and 63 (within 6 months)
- Strong foundation in Financial Planning and Retirement Planning
- Experience or knowledge in Investments and Wealth Management Services
- Proficiency in Finance concepts and strategies
- Excellent communication and interpersonal skills to build and maintain client relationships
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- Detail-oriented with strong analytical and problem-solving abilities
- Ability to work effectively in a collaborative, on-site environment in Milwaukee, WI
Position Requirements
10+ Years
work experience
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