Associate Wealth Manager
We are currently seeking an Associate Wealth Manager to join our team.
Assist the Wealth Managers in the preparation of financial plans and monitoring each client’s progress towards meeting predetermined goals. Maintain firm’s CRM database. Participate in client meetings and document meeting notes. Facilitate client meeting follow up tasks. Assist Wealth Managers in the analysis of insurance and estate planning documents and in the preparation of summaries and recommendations provided to the client. Assist in the preparation of quarter end performance reports and any additional quarter end procedures. Assist with meeting preparation and address ad hoc planning questions as they arise.
Bachelor’s degree, major in Financial Planning preferred. Progress towards the CFP® strongly preferred. 1-3 years of financial planning experience. High level of accuracy and attention to detail. Diligent work ethic. Task driven personality with strong written and verbal skills. Must be reliable and an excellent communicator. Exposure to Junxure, eMoney, and/or Orion are a plus. Growing knowledge of asset allocation, estate, insurance, and comprehensive financial planning concepts required.
Competitive salary commensurate with experience. Employer provided 401(k). 100% coverage of employee health insurance premiums, dependent coverage paid by the employee. Group Life, Dental, Vision, and Long-Term Disability coverage. Education allowance. Opportunity for mentorship and professional growth. Paid holidays and generous PTO. Flexible schedule.
If interested, please click here for more information on how to apply.