Associate Wealth Advisor

Earned; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Job summary

Earned is seeking an Associate Wealth Advisor to join the Client Services Team. This role offers apprenticeship with a senior wealth advisor and a path to lead an individual client practice.

The ideal candidate thrives in a tech-forward, fiduciary wealth management environment and is eager to develop skills across investing, tax, estate, and insurance planning. Responsibilities include client meetings, preparing financial plans, onboarding new clients, and providing timely responses to service

Qualifications

• B.A. or B.S. degree in relevant field (Financial Planning/Finance/Accounting/Economics).
• Series 65 license required.
• CFP certification preferred or in progress.

Responsibilities

• Assist advisory team in client meetings, understand financial needs, identify services, develop plans, and implement strategies across investing, tax, estate, insurance, debt/cash management, and career advisory.
• Organize and schedule client appointments; onboard new clients and support existing clients.
• Attend client meetings, take notes, and review takeaways with advisors.
• Prepare and follow up on client financial plans, investments, insurance reviews, and estate planning analyses.
• Provide timely responses to client service requests.
• Support multiple roles across the firm—advisory, operations, and relationship management.
• Review activities within scope to ensure controls prevent errors, fraud, and misstated financial results.
• Comply with regulatory requirements, including licensing and registrations.

Skills

Analytical skills

Problem-solving

Communication

Teamwork

Self-motivation

Time management

Education

Bachelor's degree in Financial Planning, Finance, Accounting, or Economics

Tools

Salesforce

MoneyGuidePro

Orion

Fidelity WealthScape

Job description

We are looking for an Associate Wealth Advisor to join the Client Services Team at Earned. 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, 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 be involved 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 reviews.
• Organize and schedule client appointments; onboard new clients and support existing clients.
• Attend client meetings, take detailed notes, and review meeting takeaways with advisors.
• Help with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysis.
• Timely response to client service requests.
• Support multiple roles across the firm – advisory, operations, relationship management – through a variety of tasks.
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results.
• Comply with all regulatory requirements, including licensing and registrations.

Key Requirements

• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
• Series 65 license required
• CFP® certification preferred, or working toward this designation (as CFP is core to this role)
• Three years of experience working in the wealth management industry preferred, with one year as a minimum
• Willingness to be available when clients are
• Demonstrated analytical and problem-solving skills
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works well with a team and independently
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
• Insurance licenses (or a desire to obtain them) are a plus
• Some travel may be required

Key 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 solutions.
• You are collaborative:You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clients.
• You commit to excellence:You dedicate yourself to delivering exceptional service and exceeding client expectations.
• You embrace diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clients.
• You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients.
• Employer-sponsored health insurance (medical, dental, vision)