Junior Wealth Advisor - Tech-Driven, Client-Focused

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

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