Wealth Management Associate (Remote) – Growth & Relationships

CrossMMG, LLC; Fort Lauderdale (FL); Remote; USD 36,000 - 44,000; Full time

Job summary

Firm Foundation Family Wealth is an independent wealth management firm seeking an Associate to expand relationships, develop technical knowledge, and build a long-term career in wealth management. The role blends business development, relationship management, and advisor training, with responsibilities expanding as licensing and experience grow.

Progression toward becoming a Private Wealth Advisor is expected; licensing (Series 65) is a priority.

Qualifications

• Meaningful professional experience establishing trusted relationships.
• Strong interpersonal communication and listening skills.
• Willingness to develop technical expertise in financial services.

Responsibilities

• Assist in identifying opportunities and supporting client relationships.
• Prepare for and follow up on client and prospect meetings with Private Wealth Advisors.
• Develop relationships within professional athlete and related markets and contribute to growth strategies.
• Support licensing progression and training to become a Private Wealth Advisor.

Skills

Relationship building

Business development

Networking

Communication

Financial planning basics

Regulatory knowledge

Education

Series 65 license training

Job description

Firm Foundation Family Wealth is an independent wealth management firm seeking an Associate to expand relationships, develop technical knowledge, and build a long-term career in wealth management. The role blends business development, relationship management, and advisor training, with responsibilities expanding as licensing and experience grow.

Progression toward becoming a Private Wealth Advisor is expected; licensing (Series 65) is a priority.