Remote Associate Wealth Management | WFH

Wealth Management Associate - Remote | WFH

Job Overview

Become part of an esteemed team that prioritizes collaboration and community engagement. Our organization champions teamwork, offering multiple avenues for relationship building with colleagues, investing in your personal development, becoming a trusted advisor for clients, and making meaningful contributions to the community.

Key Responsibilities

• Cultivate and oversee your own client base and business.
• Participate in corporate community service initiatives and mentoring programs through our dedicated Women's Network Employee Resource Group.
• Engage in comprehensive training programs to fulfill FINRA licensing requirements and state licensing processes.
• Actively contribute to diversity and inclusion efforts within the organization.
• Empower clients to secure their financial futures with confidence and expertise.
  
  

Required Skills

• Exceptional communication and interpersonal abilities.
• Proficiency in managing client relationships effectively.
• Strong financial acumen and understanding of wealth management products.
• Sales techniques and market development expertise.
• Commitment to ongoing learning and professional advancement.
  
  

Qualifications

• Prior experience in financial services or a related field is preferred.
• Demonstrated dedication to teamwork and community involvement.
• Proven ability to operate independently and manage time efficiently.
• Passion for empowering clients, particularly women in finance.
  
  

Career Growth Opportunities

Our organization is committed to your professional development, providing access to various upskilling initiatives. Benefit from hands-on experiences through local and national programs, along with opportunities for mentorship and joint-work arrangements to enhance your expertise.

Company Culture And Values

We pride ourselves on fostering an inclusive environment, guided by our diversity, equity, and inclusion initiatives. Engage in collaborative efforts that promote gender equity and support the growth of women in leadership positions within our organization.

Networking And Professional Opportunities

Join a vibrant network of professionals dedicated to mutual growth and success. Attend exclusive events designed to enhance your professional network, skill development, and opportunities for collaboration.

Compensation And Benefits

Enjoy a flexible compensation structure that you control, alongside a comprehensive benefits package for eligible individuals, including:

• Health and dental coverage options
• Vision care coverage
• 401(k) Plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and Long-Term Disability Programs
• Basic Group Life Insurance
• Transportation Reimbursement Incentive Program (TRIP)
  
  

Make a Difference

Seize the opportunity to contribute to a legacy of financial empowerment while advancing your income potential and professional journey.

Employment Type: Full-Time