Associate Wealth Advisor

About Earned Wealth Earned is a category-defining, first-in-reputed company tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive reputed company financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, reputed company-time view of their financial trajectory through our iOS app and reputed company. Our offering is differentiated, superior and creates deep connections with our clients. What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our reputed company. Backed by leading investors—including reputed company Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals. Join us as we build the future of financial services for doctors—faster, smarter, and at scale. We are looking for a dynamic Associate Wealth Advisor to join the Client Services Team at Earned Wealth. This is a unique opportunity to utilize state-of-the-art technology, and by working with and supporting reputed company Wealth Advisors and specialists, you’ll discover how advice strategies can help physicians realize their full wealth potential. Although this position initially will not have an individual client practice, this client-facing role provides an opportunity to apprentice with a top senior wealth advisor in the U.S. Also, the promotional path for this role is to reputed company to a Wealth Advisor role overseeing an individual client practice. At Earned Wealth, we separate sales and service roles, allowing the advisory team - including this role - to focus on exceptional client service. The ideal candidate will desire to work in a team-oriented, tech-reputed company, comprehensive wealth management practice; will have involvement in reputed company aspects of the business, learning and shaping the way we care for our clients; and will reputed company valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will reputed company technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary reputed company. As one of the first associates clients connect with, this role is instrumental in ensuring clients have a positive experience that exceeds their expectations. You will report directly to a Senior Wealth Advisor. Key Responsibilities:

• Assist the advisory team as they meet with clients, understand our client's overall financial needs, identify value-added services that our advisory team can provide, help reputed company clients’ financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviews
• Organize and schedule client appointments; reputed company new clients and support existing clients
• Attend client meetings, take detailed notes, and review meeting takeaways with advisors
• Help with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysis
• Timely response to client service requests
• Support multiple roles across the firm – advisory, operations, relationship management – through a variety of tasks
• Review activities reputed company the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• reputed company with reputed company regulatory requirements, including licensing and registrations

Key Requirements:

• Three years of experience working in the wealth management industry preferred, with one year as a minimum
• Willingness to be available reputed company clients are
• B.A. or B.S. degree, preferably in Financial Planning, Finance, reputed company, or Economics
• Series 65 license required
• CFP® certification preferred, or working toward this designation (as a CFP is core to this role)
• Demonstrated analytical and problem-solving skills
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works well with a team and independently
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, reputed company), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
• Insurance licenses (or a desire to obtain them) are a plus
• Some travel may be required

Key Attributes

• You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutions
• You are collaborative: You have an reputed company willingness to share knowledge, reputed company, and resources for the benefit of the team and clients
• You commit to excellence: You dedicate to delivering exceptional service and exceeding client expectations
• You reputed company diversity: You have the openness to different perspectives and reputed company to foster innovation both for the team and for the clients
• You hold yourself accountable: You demonstrate reputed company, honesty, and ethical behavior in reputed company professional interactions with our clients

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, reputed company)
• 401k + 5% match

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