Entry Level Wealth Associate

Wealth Associate – Maner Wealth Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027. Summary of Responsibilities: The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships.

Essential Functions

Servicing and advising existing clients Work with our software (e.g., Wealthbox, e. Money, Schwab) to manage client relationships and provide financial advice Manage client relationships including regular client contact in-person, via phone, as well as electronically . Job Qualifications: Experience directly working with families on personal financial planning preferred Bachelor’s Degree from an accredited University CFP certification a plus Series 65 License preferred Experience with e.

Money or other financial planning software Knowledge, Abilities and Skills: Ability to build deep relationships and trust with clients, team members, and COI’s Thorough computer skills a must including Microsoft Office Suite Excellent verbal and written communication skills a must Knowledge of, and experience with, DC and DB plans is strongly preferred Strong interpersonal skills and a compelling aptitude to provide advice Ability to think critically, identify, meet and follow through with recommendations for clients Strong attention to detail and highly organized Ability to work independently and perform multiple tasks efficiently Benefits: Competitive compensation package Generous Paid Time Off policy Medical, Dental and Vision Insurance available Life and Disability insurance Wellness Reimbursement 401k with profit sharing