Wealth Management Associate — Hybrid Schedule & Growth Path

Fern Financial Group; Tempe (AZ); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Paid time off

Hybrid schedule (Tempe + remote)

Support for Series 65 licensing

Job summary

Fern Financial Group in Tempe, AZ is seeking a Wealth Management Associate who will handle client onboarding, money movement, and pipeline management while gaining hands-on financial planning exposure by preparing analyses and meeting materials.

You will join our team in Tempe and Kansas offices, with a four-day in Tempe and one day remote schedule; the role reports to the founder and lead advisor and offers growth toward an advisory career.

Qualifications

• 2+ years in client service, operations, or financial planning.
• CFP coursework or intent to pursue it is a plus.
• Clear, warm, professional communication in every channel — email, phone, and in person.
• Comfortable on the phone — speaking with clients and partners daily.
• Bilingual English/Spanish is a strong preference.
• Proficient in Excel, PowerPoint; CRM and custodial platform experience is a plus.
• Discretion - comfortable handling confidential financial information.

Responsibilities

• Open and transfer investment and bank accounts - paperwork, signatures, and tracking through completion.
• Process withdrawal requests and other money movement with accuracy and urgency.
• Support plan preparation - data gathering, scenario inputs, and analysis behind advisor recommendations.
• Prepare materials for quarterly reviews, sit in on client meetings, and capture action items.
• Serve as a first point of contact for clients and partners by phone and email.
• Follow up proactively until every item is resolved.
• Manage the firm's CRM process - every open task logged, owned, and closed on time.
• Maintain the pipeline: prospects, closed business, and the quarterly review meeting calendar.

Skills

Client service

Operations

Financial planning interest

Communication

Bilingual English/Spanish

Excel & PowerPoint

CRM experience

Discretion

Tools

Excel

PowerPoint

CRM (Fidelity/Altruist)

Job description

Fern Financial Group in Tempe, AZ is seeking a Wealth Management Associate who will handle client onboarding, money movement, and pipeline management while gaining hands-on financial planning exposure by preparing analyses and meeting materials.

You will join our team in Tempe and Kansas offices, with a four-day in Tempe and one day remote schedule; the role reports to the founder and lead advisor and offers growth toward an advisory career.