Role Description
Job Summary:
We are seeking a knowledgeable, proactive, client-focused, and experienced Wealth Management Associate to join our team. The successful candidate will provide strategic financial guidance and customized investment solutions to help clients achieve their long-term financial goals. This role requires strong interpersonal skills, sound financial acumen, and a commitment to delivering exceptional service.
Responsibilities
· Build and maintain strong relationships with individual and business clients.
· Analyze clients’ financial status, risk tolerance, and objectives to develop comprehensive financial plans.
· Recommend investment strategies, insurance products, and other financial services tailored to client needs.
· Monitor client portfolios and provide ongoing financial advice and updates.
· Assist clients in understanding and navigating complex financial decisions.
· Conduct regular review meetings with clients to assess financial performance and adjust plans accordingly.
Qualifications
· FINRA Series 65 required.
· Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s preferred).
· Proven ability to build and maintain a book of business.
· Excellent analytical, organizational, and communication skills.
· Ability to build trust and maintain long-term relationships with clients.
· Proficiency in financial planning software and CRM systems.
Preferred Skills:
· Experience with high-net-worth clients
· Sales background
License/Certification
Series 65 License (Required)
Life and Health License
Compensation & Benefits
· Performance-based bonuses
· Commission and incentive programs
· Health, dental, and vision insurance
· 401(k) with company match
· Paid time off and holidays
· Continuing education and certification support
· WEEKLY company events and outings
If you’re a committed financial professional who puts clients first and embraces fiduciary responsibility, we encourage you to apply for this exciting role. Join us in guiding clients towards their financial objectives, while adhering to the highest standards of integrity and professionalism.
About Us:
At Elite Income Advisors we provide full operational support, including paperwork processing, compliance management, and office infrastructure, so you can concentrate on what you do best: helping clients achieve their financial goals. At EIA, cold calling does not exist (high net-worth warm leads provided). This is an ideal opportunity for advisors who want to grow their business in a streamlined, supportive environment without the distractions of running an office.
