Wealth Management Associate

<ul>
<li>Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.</li>
<li>Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.</li>
<li>Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.</li>
<li>Manage client account paperwork, onboarding, and ongoing service requests.</li>
<li>Maintain CRM and portfolio management systems with accurate client information.</li>
</ul><h2>Requirements</h2><ul>
<li>Bachelor's degree in Finance, Economics, Accounting, or a related field.</li>
<li>1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.</li>
<li>Progress toward or willingness to pursue CFP® certification.</li>
<li>Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software.</li>
<li>Strong written and verbal communication skills.</li>
<li>Preferred (Not Required)</li>
<ul>
<li>CFP® certification or active progress toward it.</li>
<li>SIE, Series 7 &amp; 66, certification or active progress toward it.</li>
</ul>
</ul><h2>Benefits</h2><ul>
<li>Comprehensive health, dental, life, and short and long term disability insurance.</li>
<li>401(k) with company match.</li>
<li>Generous paid time off.</li>
<li>Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.</li>
<li>Direct mentorship from senior advisors, with a clear path to expanded client responsibility.</li>
<li>Competitive base salary plus performance based incentive compensation.</li>
<li>A small, collaborative firm environment with direct access to leadership and a real seat at the table.</li>
</ul>