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, eMoney, 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 eMoney or other financial planning software
- 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
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