Wealth Management Associate - Mentored Growth & CFP Path

Waggoner Financial; Town of Lansing (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, life insurance

401(k) with company match

Generous paid time off

CFP coursework/licensing support

Mentorship from senior advisors

Job summary

Waggoner Financial is seeking a client-focused wealth management associate to support advisors, manage client relationships, and develop financial plans. The role emphasizes meeting preparation, portfolio reviews, and comprehensive planning analysis.

The candidate should have a Bachelor’s degree in Finance, Economics, or related field, and 1–3 years of experience in financial services or related areas. CFP coursework or certification progress is preferred, with strong Excel/Word skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 1–3 years in financial services, wealth management, or related field preferred; strong candidates without direct experience will be considered.
• Progress toward or willingness to pursue CFP certification.
• Proficiency in Microsoft Excel and Word; comfortable learning planning and portfolio management software.
• Strong written and verbal communication skills.

Responsibilities

• Manage and grow a mixed book of business, including inherited and self-sourced client relationships.
• Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
• Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
• Manage client account paperwork, onboarding, and ongoing service requests.
• Maintain CRM and portfolio management systems with accurate client information.

Skills

Microsoft Excel

Microsoft Word

Communication skills

CRM

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

CRM systems

Portfolio management software

Job description

Waggoner Financial is seeking a client-focused wealth management associate to support advisors, manage client relationships, and develop financial plans. The role emphasizes meeting preparation, portfolio reviews, and comprehensive planning analysis.

The candidate should have a Bachelor’s degree in Finance, Economics, or related field, and 1–3 years of experience in financial services or related areas. CFP coursework or certification progress is preferred, with strong Excel/Word skills.