Aspiring Financial Advisors/Wealth Managers (New Grads Welcome to apply)

Job Description 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. Job Description: 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. Key Responsibilities: • 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. Qualifications: • 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. #ACCNOR