Wealth Management Associate - Relocation Required

Insperity; United States; In loco; USD 75.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive health coverage

401(k) plan with employer matching

Life and disability insurance

Health savings and flexible spending accounts

Paid time off and flexible schedule

Descrizione del lavoro

Insperity is seeking a Wealth Management Associate ready to make a meaningful impact in clients’ lives. You will collaborate closely with financial advisors to develop and maintain comprehensive financial plans, ensuring client data and strategies are precise and effective.

The ideal candidate will have a Bachelor’s degree in a relevant field and at least 5 years of experience in financial planning or wealth management. This role offers a competitive salary of $75,000-$100,000 annually, comprehensive benefits, and a supportive work culture.

Competenze

• At least 5 years of experience in financial planning, wealth management, or client service.
• Licenses: FINRA Series 7 and 66, Life, Health, and Variable Insurance preferred.
• Ability to adapt to emerging technologies and AI applications.

Mansioni

• Prepare and update comprehensive financial plans and investment proposals.
• Gather and interpret client financial information to support plan accuracy.
• Process trades and model rebalancing for investment accounts.

Conoscenze

Financial planning

Wealth management

Client service advisory

Analytical skills

Communication skills

Formazione

Bachelor’s degree in Business, Finance, Accounting, or Economics

Strumenti

eMoney

Microsoft Office Suite

CRM platforms

Descrizione del lavoro

Overview

Open to Peachtree City, GA or Salt Lake City, UT areas

Are you ready to make a meaningful impact in people’s lives, one financial plan at a time? Our client is seeking a Wealth Management Associate, who brings precision, initiative, and a client-first mindset to a vibrant, full-service advisory team. You will collaborate directly with financial advisors, prepare comprehensive plans, conduct research, and ensure every client’s data and strategy are in perfect shape, starting with a 6-month probationary period. This opportunity is ideal for someone who thrives in a fast-paced, high-expectation environment and is committed to going the extra mile.

Best-in-Class Benefits and Culture

Our client values the time and efforts of their employees. Their commitment to employee success is reflected in competitive compensation of $75,000-$100,00 annually based on experience, bonus potential after 12 months of employment, and a comprehensive benefits package that includes:

• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off and flexible schedule

Additionally, our client fosters an environment that enables employees to learn, grow, and thrive. They promote a collaborative and creative workplace culture where every team member is encouraged to contribute to ongoing processes, decisions, planning, and the company's growth.

Qualifications

To succeed as a Wealth Management Associate, you should have:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, with at least 5 years of experience in financial planning, wealth management, or a client service advisory environment.
• FINRA Series 7 and 66 (or 65 & 63) licenses; Life, Health, and Variable Insurance licenses preferred or in progress.
• Solid proficiency in eMoney, Microsoft Office Suite, CRM platforms, and financial planning or FinTech tools; ability to quickly adapt to emerging technologies and AI efficiency applications.
• Solid analytical, organizational, and communication skills with strong attention to detail, initiative, and the ability to work independently or collaboratively in a fast-paced environment.
• Solid English language skills; able to read, write, and communicate professionally with clients and colleagues. Occasional travel may be required for client meetings, conferences, training sessions, or firm events, both within the local area and outside the state.
• CFP® coursework completed or in progress preferred

Your responsibilities

• Develop and maintain financial plans: Prepare and update comprehensive financial plans, investment proposals, and retirement projections using tools like eMoney under the direction of the financial professional.
• Analyze and organize client data: Gather, verify, and interpret client financial information, including assets, liabilities, income, expenses, and risk tolerance, to support plan accuracy.
• Execute trades and transactions: Process trades and model rebalancing for investment accounts in accordance with the advisor’s documented instructions.
• Support client meetings and onboarding: Prepare meeting materials, assist in onboarding new clients, take detailed meeting notes, and manage post-meeting follow-ups.
• Ensure compliance and service excellence: Maintain adherence to regulatory and firm policies while coordinating client service requests and helping resolve issues efficiently.

About Our Client

Our client’s primary purpose is simple yet profound: to deliver tailored, high-impact financial solutions that help individuals envision and achieve a meaningful, purpose-driven future. They believe in a team-based approach that brings together diverse backgrounds, education, and experience to ensure each client receives a strategy designed specifically for their goals. Their team provides undivided attention from planning through execution and ongoing follow-up, anticipating challenges, identifying opportunities, and maintaining a firm focus on client success. Serving primarily pre-retirees and retirees, our client understands that sound decisions today shape a secure tomorrow, which is why their professionals are dedicated to helping clients make informed choices with confidence.

They are energetic, collaborative, and client-service focused. Their client-first culture demands top performance and a can-do attitude while fostering a supportive workplace built on teamwork, integrity, and excellence.

Join Our Client’s Team

Our client is seeking a Wealth Management Associate ready to take their financial planning expertise to the next level and make a meaningful impact on clients’ futures. They’re looking for a professional who brings skill, initiative, and passion to a collaborative, fast-paced team where every contribution drives results and inspires confidence.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. They do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualified applicants with arrest or conviction records will be considered for employment with the local county Fair Chance Ordinance for Employers and the California Fair Chance Act.