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 clients
Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
Manage 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 preferred
Bachelor's Degree from an accredited University
CFP certification a plus
Series 65 License preferred
Experience with eMoney or other financial planning software

Knowledge, Abilities and Skills:

Ability to build deep relationships and trust with clients, team members, and COI's
Thorough computer skills a must including Microsoft Office Suite
Excellent verbal and written communication skills a must
Knowledge of, and experience with, DC and DB plans is strongly preferred
Strong interpersonal skills and a compelling aptitude to provide advice
Ability to think critically, identify, meet and follow through with recommendations for clients
Strong attention to detail and highly organized
Ability to work independently and perform multiple tasks efficiently

Benefits:

Compensation details: 65000-75000 Hourly Wage

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Entry Level Wealth Associate

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