Wealth Management Associate

We are a respected wealth management firm dedicated to securing our clients' financial futures, empowering them to lead fulfilling lives with confidence. Our Mission: At our core, we aim to make a positive impact on individuals and businesses by offering tailored financial services that evolve with their needs over time. Our Team: Our Financial Professionals hail from diverse backgrounds—from recent graduates to seasoned industry experts. What unites us is our track record of success, values-driven approach, entrepreneurial spirit, networking prowess, and commitment to safeguarding the futures of those we serve. Diversity and Inclusion: We value and respect individuals from all backgrounds. Our initiatives promote diversity, equity, and inclusion through employee resource groups, cultural celebrations, and community engagement programs like our "1,000 Hours of Giving Back" and "Equitable Excellence" scholarships. Work-Life Balance: Embrace flexibility and authenticity with our supportive work environment that values your personal well-being. Training and Development: Start your journey with us, and we'll sponsor your pursuit of FINRA licensing requirements and provide comprehensive training. Develop essential skills in client relationship management, product knowledge, and market development through hands-on experience and access to cutting-edge technology. Career Growth: Whether you're starting out or an experienced professional, we support your career advancement with opportunities for ongoing education, professional certifications like CFP® and ChFC, and specialized certifications through partnerships like Columbia University's Holistic Financial Coach program. Benefits: Enjoy competitive compensation and a robust benefits package including health and dental coverage, vision care, 401(k) with company match, Employee Stock Purchase Plan (ESPP), disability programs, life insurance, and transportation incentives. Company Values: Built on trust, guidance, and technology, we prioritize exceptional customer experiences and lasting relationships with our clients. Join Us: Discover a career where your aspirations align with meaningful work and professional growth opportunities.
Employment Type: Full-Time
Salary: $ 85,000.00 Per Year