Wealth Associate - Remote

Overview

Our client is seeking a versatile professional who can excel as a Wealth Associate. This hybrid role is designed for someone who enjoys client interaction while also contributing to the technical side of financial planning.

In Short

• Provide outstanding client service as the primary point of contact for clients.
• Prepare financial plans, analyses, and projections using planning software.
• Assist in implementing financial strategies and tracking progress toward client goals.
• Manage client account administration, including processing trades and handling documentation.
• Collaborate with the lead advisor to prepare for and follow up on client meetings.
• Maintain up-to-date knowledge of financial products and regulations.

Requirements

• Fully licensed with Series 7 and 66 (or equivalent) certifications.
• 2+ years of experience in financial planning or client service roles.
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro).
• Strong analytical and communication skills.
• CFP or progress toward certification is a plus.

Benefits

• Competitive salary based on experience.
• Opportunity for professional growth and development.
• Flexible work environment.
• Access to financial planning resources and tools.
• Supportive team culture.