Associate Wealth Advisor

Associate Wealth AdvisorEarned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investorsincluding Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.Join us as we build the future of financial services for doctorsfaster, smarter, and at scale.We are looking for a dynamic Associate Wealth Advisor to join the Client Services Team at Earned Wealth. This is a unique opportunity to utilize state-of-the-art technology, and by working with and supporting experienced Wealth Advisors and specialists, you'll discover how advice strategies can help physicians realize their full wealth potential. Although this position initially will not have an individual client practice, this client-facing role provides an opportunity to apprentice with a top senior wealth advisor in the U.S. Also, the promotional path for this role is to progress to a Wealth Advisor role overseeing an individual client practice. At Earned Wealth, we separate sales and service roles, allowing the advisory team - including this role - to focus on exceptional client service.The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. As one of the first associates clients connect with, this role is instrumental in ensuring clients have a positive experience that exceeds their expectations. You will report directly to a Senior Wealth Advisor.Key Responsibilities:Assist the advisory team as they meet with clients, understand our client's overall financial needs, identify value-added services that our advisory team can provide, help develop clients' financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviewsOrganize and schedule client appointments; onboard new clients and support existing clientsAttend client meetings, take detailed notes, and review meeting takeaways with advisorsHelp with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysisTimely response to client service requestsSupport multiple roles across the firm advisory, operations, relationship management through a variety of tasksReview activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial resultsComply with all regulatory requirements, including licensing and registrationsKey Requirements:Three years of experience working in the wealth management industry preferred, with one year as a minimumWillingness to be available when clients areB.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or EconomicsCFP certification preferred, or working toward this designation (as a CFP is core to this role)Demonstrated analytical and problem-solving skillsStrong work ethic, detail-oriented with the ability to prioritize and organize workflowSelf-starter, productive, works well with a team and independentlyExcellent written and verbal communication skillsKnowledge of CRM (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plusSeries 65 licensed (or become licensed in first 60 days of employment)Insurance licenses (or a desire to obtain them) are a plusSome travel may be requiredKey Attributes:You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutionsYou are collaborative: You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clientsYou commit to excellence: You dedicate to delivering exceptional service and exceeding client expectationsYou embrace diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clientsYou hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clientsBenefitsAn attractive total compensation packageEmployer-sponsored health insurance (medical, dental, vision)401k + 5% match