Wealth Management Associate​

Step Into Your Future as a Wealth Management Associate – Build Relationships. Shape Financial Success.

Are you passionate about helping individuals and families grow and protect their wealth? We are looking for a proactive, detail-oriented, and client-driven Wealth Management Associate to join our dynamic team. This is your opportunity to make a meaningful impact while advancing your career in financial services.

What Makes This Role Exciting:

💼 Client-Centered Work – Build trusted relationships while supporting financial success strategies.
📊 Real Impact – Help manage investment portfolios, retirement plans, and estate strategies.
📈 Career Development – Ongoing mentorship, training, and opportunities to advance into advisory roles.
💰 Competitive Compensation – Base salary with performance-based bonuses and benefits.

Key Responsibilities:

• Support senior advisors in client relationship management and investment planning.
• Prepare financial plans, proposals, and client meeting materials.
• Assist with account reviews, investment research, and performance reporting.
• Act as a liaison between clients and internal departments (compliance, operations, investment teams).
• Maintain accurate client records and ensure timely follow-ups.
• Stay current with market trends, financial products, and regulatory updates.

Ideal Candidate Profile:

✔ Strong interpersonal and communication skills
✔ Detail-oriented with excellent organizational abilities
✔ Analytical mindset with interest in financial markets and investment strategies
✔ Ability to manage multiple tasks in a fast-paced environment
✔ Experience or education in finance, economics, or business is a plus
✔ Licensing (Series 7/66 or willingness to obtain) is highly preferred

Perks & Benefits:

✅ Professional development & paid training
✅ Health, dental, and retirement benefits
✅ Collaborative, high-performance culture
✅ Clear path to growth in wealth management and advisory roles

🌟 Be the Bridge Between Wealth and Opportunity

As a Wealth Management Associate, you’ll be instrumental in delivering exceptional service and financial guidance that empowers clients to reach their goals.

👉 Apply now and take the next step in your finance career.