🛠 Tech Stack

💼 About This Role

You'll join a client service team supporting high-net-worth families and business owners at a national wealth management firm. You'll develop expertise in financial planning software and investment analysis while participating in client meetings and networking. This role offers a clear path to becoming a lead advisor with comprehensive training and certification support.

🎯 What You'll Do

• Assist in managing client relationships and service
• Participate in client and prospect meetings
• Develop financial plans using eMoney software
• Prepare investment analysis and financial projects

📋 Requirements

• Undergraduate degree in business-related field
• 1-2 years in wealth management or financial services
• Experience with Schwab Institutional, eMoney Advisor, or Black Diamond
• Ability to obtain Series 65 registration within 90 days

✨ Nice to Have

• Knowledge of income taxes and portfolio tax effects
• Experience with CRM systems

🎁 Benefits & Perks

• 💰 Competitive salary and bonus plan
• 🏥 Medical, dental, and vision plans
• 📈 401(k) matching program
• 🎓 Financial support for designations and courses
• 🏖️ Unlimited discretionary time off

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min