Aspiring Financial Advisors​/Wealth Managers

Why is This a Great Opportunity?

This is an exceptional opportunity to launch a long‑term career in wealth management by working directly with an experienced Financial Advisor. You’ll gain mentorship, training, and hands‑on experience in financial planning, investment strategies, and client relationship management — with the potential to build and eventually lead your own practice.

The Wealth Management Associate Program is designed to prepare motivated professionals for a career as a Financial Advisor. Working closely with a senior advisor, you’ll support client service, portfolio development, and financial planning efforts while learning the fundamentals of the wealth management business.

• Provide direct client support and respond to service requests.
• Assist in preparing client meetings and maintain up‑to‑date client information.
• Support financial planning and investment analysis using industry tools.
• Develop and recommend investment product solutions tailored to client goals.
• Participate in client meetings and help manage ongoing relationships.
• Learn the operations, compliance, and business development aspects of financial advising.

• Bachelor’s degree in Finance, Business, or related field.
• Strong communication, technology, and organizational skills.
• Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire.
• Self‑motivated with a strong desire to learn and grow in financial services.
• Team‑oriented with attention to detail and a positive attitude.
• Commitment to earning the CFP designation within three years.