We are looking for an Associate Wealth Advisor to join a growing wealth management firm. The Associate Wealth Advisor will be responsible for managing client relationships from beginning to end. The day-to-day of the Associate Wealth Advisor will consist of independently handling client relationships, supporting advisors on meeting preparation and reporting, and managing the firm's enterprise tools, technology, and reports. The ideal candidate will have 5+ years' experience in a RIA or independent wealth management firm, independent experience with providing financial advice to clients, and strong communication skills.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
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Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.