Wealth Management Associate

The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financial solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance).

Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days