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Wealth Management Associate
2 months ago
We are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.
Our CultureWe value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
We also prioritize social impact and community engagement through programs like "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.
Our BenefitsWe offer a comprehensive benefits package, including a 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Training and SupportOur entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, and access to a full suite of remote-work technology solutions.
We also offer opportunities for continuing education and professional development, including pursuit of professional designations like CERTIFIED FINANCIAL PLANNERTM (CFP) professional and Chartered Financial Consultant (ChFC).
RequirementsTo be eligible for this role, you must be authorized to work in the United States and have a strong work ethic, integrity, and a desire to help others plan for and protect their financial futures.
We will help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.
