Future Opening: Associate

CrossMMG, LLC; Fort Lauderdale (FL); À distance; USD 36 000 - 44 000; Plein temps

Résumé du poste

Firm Foundation Family Wealth is an independent wealth management firm seeking an Associate to expand relationships, develop technical knowledge, and build a long-term career in wealth management. The role blends business development, relationship management, and advisor training, with responsibilities expanding as licensing and experience grow.

Progression toward becoming a Private Wealth Advisor is expected; licensing (Series 65) is a priority.

Qualifications

• Meaningful professional experience establishing trusted relationships.
• Strong interpersonal communication and listening skills.
• Willingness to develop technical expertise in financial services.

Responsabilités

• Assist in identifying opportunities and supporting client relationships.
• Prepare for and follow up on client and prospect meetings with Private Wealth Advisors.
• Develop relationships within professional athlete and related markets and contribute to growth strategies.
• Support licensing progression and training to become a Private Wealth Advisor.

Connaissances

Relationship building

Business development

Networking

Communication

Financial planning basics

Regulatory knowledge

Formation

Series 65 license training

Description du poste

Firm Foundation Family Wealth is an independent wealth management firm serving entrepreneurs, athletes, executives, and their families. Our approach brings together investment management, financial planning, tax strategy, and coordination with other professional advisors to help clients make informed financial decisions.

We are seeking an Associate who will play an important role in expanding the firm's relationships while developing the technical knowledge, professional judgment, and client advisory skills necessary to build a successful long-term career in wealth management.

This position is designed for an individual with an established professional network, strong relationship-building abilities, and a commitment to continuous learning.

The role combines business development, relationship management, financial advisor training, and long-term practice development. As the individual progresses, responsibilities will expand from identifying opportunities and supporting client relationships to independently advising clients.

Primary Responsibilities

1. Business Development & Relationship Building

• Leverage existing professional and personal relationships to introduce the firm's services to individuals and families who may benefit from comprehensive wealth management.
• Develop new relationships within professional sports, business, and other relevant communities.
• Identify prospective clients and referral opportunities consistent with the firm's target markets.
• Coordinate introductory meetings and participate in prospect conversations alongside Private Wealth Advisors.
• Develop and execute an intentional business development plan with measurable activities and objectives.
• Maintain accurate records of prospective clients, relationships, and follow-up activities within the firm's CRM.
• Represent the firm professionally at industry events, networking opportunities, and community engagements.
• Obtain the Series 65 license, complete all applicable registration requirements, and maintain required continuing education and professional qualifications.
• Participate in a structured training and mentorship process with firm leadership.
• Develop working knowledge of financial planning, investment management, retirement planning, tax-aware strategies, estate planning, risk management, and other areas relevant to clients.
• Learn the firm's financial planning process, investment philosophy, technology platforms, and client service standards.
• Observe and participate in client and prospect meetings, with responsibilities expanding as knowledge, licensing, and experience develop.
• Develop the ability to identify client needs, ask thoughtful questions, and communicate complex financial concepts clearly.
• Demonstrate consistent progress toward the knowledge and capabilities required to independently manage advisory relationships.

3. Client Relationship Management

• Support Private Wealth Advisors in preparing for and following up on client and prospect meetings.
• Assist with gathering and organizing financial information necessary for the planning process.
• Develop an understanding of each client's financial circumstances, priorities, and long-term objectives.
• Help coordinate communication among clients, internal team members, and outside professionals, including CPAs and attorneys.
• Contribute to a proactive, responsive, and highly personalized client experience.
• Assume increasing responsibility for client relationships as qualifications and demonstrated capabilities permit.

4. Practice Development & Strategic Growth

• Collaborate with firm leadership to identify opportunities for growth, particularly within the professional athlete and former athlete markets.
• Develop and refine strategies for building relationships with athletes at different stages of their playing careers and transitions beyond sports.
• Help establish the firm's presence in the Atlanta market and other strategically relevant locations.
• Participate in the development of educational initiatives, events, strategic partnerships, and other relationship-building opportunities.
• Contribute ideas and perspectives that strengthen the firm's client experience, market positioning, and long-term growth.
• Approach business development with an ownership mindset, recognizing that sustained success requires both generating opportunities and delivering exceptional client outcomes.

Professional Development & Advancement

The position is intended to provide a structured pathway toward becoming an established Private Wealth Advisor.

Progression will be based on demonstrated performance, professional development, business growth, client relationship capabilities, leadership, and alignment with the firm's values.

Performance Expectations

Success in this position will be evaluated across several dimensions:

• Relationship Development: Consistent activity establishing and strengthening relationships with prospective clients and centers of influence.
• Business Growth: Progress toward agreed-upon client acquisition, asset gathering, and recurring revenue objectives.
• Professional Development: Completion of required licensing and continued growth in financial planning and advisory knowledge.
• Execution & Accountability: Timely follow-through, effective use of firm systems, and consistent execution of agreed-upon priorities.
• Client Experience: Demonstrated professionalism, responsiveness, discretion, and commitment to serving clients' interests.
• Team Collaboration: Effective partnership with firm leadership, advisors, operations personnel, and external professionals.

Specific performance objectives and milestones will be reviewed periodically and may evolve as the position develops.

Qualifications & Attributes

• Meaningful professional experience and a demonstrated ability to establish trusted relationships.
• Strong interpersonal communication, listening, and relationship-building skills.
• Intellectual curiosity and a willingness to develop technical expertise in financial services.
• High standards of integrity, confidentiality, professionalism, and personal accountability.
• Ability to work independently while collaborating effectively with a geographically distributed team.
• Commitment to long-term professional development and serving clients with excellence.
• Willingness to obtain and maintain all required registrations and comply with applicable regulatory and firm requirements.

Regulatory & Licensing Requirements

All responsibilities involving investment advice, securities activities, client solicitation, or other regulated functions must be performed in accordance with applicable law, registration requirements, and firm compliance policies.

Obtaining the Series 65 license and completing all applicable registration requirements is an immediate priority of this position. The Associate is expected to pursue licensing diligently and within a mutually agreed-upon timeframe.

Successful completion of these requirements will allow the Associate to assume greater responsibilities in financial planning, client relationship management, and business development, subject to firm approval.

Prior to obtaining required registrations and firm authorization, responsibilities will be limited to activities permitted for an unregistered employee. Any expansion of duties will be subject to applicable licensing and compliance approval.

Firm Foundation Family Wealth is an equal opportunity employer committed to providing a professional work environment free from unlawful discrimination. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

This position description outlines the general nature of the role and does not constitute a guarantee of employment duration, compensation, promotion, ownership, or future responsibilities. Employment terms and compensation arrangements are governed by the applicable offer letter and other firm agreements.

This is a remote position.

Compensation: $40,000.00 per year