Entry Level Wealth Associate Wealth Associate - Maner Wealth Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027. Summary of Responsibilities: The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships. Essential Functions: Servicing and advising existing clientsWork with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial adviceManage client relationships including regular client contact in-person, via phone, as well as electronically . Job Qualifications: Experience directly working with families on personal financial planning preferredBachelor's Degree from an accredited UniversityCFP certification a plusSeries 65 License preferredExperience with eMoney or other financial planning software Knowledge, Abilities and Skills: Ability to build deep relationships and trust with clients, team members, and COI'sThorough computer skills a must including Microsoft Office SuiteExcellent verbal and written communication skills a mustKnowledge of, and experience with, DC and DB plans is strongly preferredStrong interpersonal skills and a compelling aptitude to provide adviceAbility to think critically, identify, meet and follow through with recommendations for clientsStrong attention to detail and highly organizedAbility to work independently and perform multiple tasks efficiently Benefits: Competitive compensation package Generous Paid Time Off policyMedical, Dental and Vision Insurance availableLife and Disability insuranceWellness Reimbursement401k with profit sharing Compensation details: 0 Hourly WagePI96a98b79522f-4248
Not specified in the original listing.
Not specified in the original listing.
