Wealth Management Associate – Charlottesville, Onsite

Prospectblue; Charlottesville (VA); On-site; USD 70,000 - 110,000; Full time

Job summary

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its wealth management team in Charlottesville, VA. This role supports a successful advisor and focuses on client service, records, and day-to-day account management.

The ideal candidate has 3–5 years in wealth management, is pursuing Series 7/63 within 12 months, and is highly organized with strong communication skills. This is a full-time onsite position in Charlottesville, VA.

Qualifications

• 3–5 years of prior financial advisory or wealth management experience.
• Series 7 and Series 63 licenses required, or must be obtained within 12 months of hire date.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Extremely well-organized, detail-oriented, and accurate, with the ability to multitask and meet deadlines.
• Strong verbal and written communication skills; professional demeanor and client service focus.
• Proficiency in Microsoft Outlook, Word, and Excel; comfortable learning firm systems.

Responsibilities

• Support a wealth management team in serving clients and managing day-to-day needs.
• Maintain accurate client records, documentation, and account information.
• Assist with client communications, follow-up, and administrative activities.
• Work with internal systems and technology platforms that house client data.
• Ensure activities and documentation meet industry rules and regulations.
• Develop understanding of firm processes, systems, products, and client service practices.

Skills

Financial advisory experience

Attention to detail

Excellent communication

Tech proficiency

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Office

Job description

ProspectBlue is partnering with a leading asset management firm to identify an Associate Financial Advisor to join its wealth management team in Charlottesville, VA. This role supports a successful advisor and focuses on client service, records, and day-to-day account management.

The ideal candidate has 3–5 years in wealth management, is pursuing Series 7/63 within 12 months, and is highly organized with strong communication skills. This is a full-time onsite position in Charlottesville, VA.