The Wealth Management Associate supports Friday Wealth's senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation. The position offers hands-on exposure to wealth management and financial planning while providing a strong development path within the firm.
Key Responsibilities- Prepare and maintain accurate client records and case notes.
- Manage client follow-up communications and service requests.
- Coordinate and monitor insurance underwriting requirements.
- Assist with investment account paperwork, documentation, and trade-related activities.
- Support advisors with meeting preparation, documentation, and follow-up activities.
- Assist in gathering financial information and preparing planning materials.
- Participate in the financial planning process through research, analysis, and plan preparation.
- Work collaboratively with advisors and operations staff to ensure a high level of service.
Required Qualifications- Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to prioritize multiple responsibilities and meet deadlines.
Preferred Qualifications- FINRA licenses (Series 7, Series 66, or equivalent).
- Life and Health Insurance License
- Knowledge of insurance products, investment products, financial planning concepts, and wealth management operations
- 1-2 years of professional experience in financial services, banking, insurance, wealth management, or a related field.
Professional Development- The firm reimburses initial licensing exam and registration fees upon successful completion.
Compensation & Benefits- Compensation $55,000 - $65,000 annually
- Candidates with additional experience or licensing may qualify for higher compensation.
- Annual bonus opportunity.
- 401(k) plan with employer contribution.
- Medical insurance coverage.
- Hybrid schedule with one remote workday per week initially after 90-day probationary period
What You Can Expect from Us
- We are strong, innovative, and growing with the backing of Northwestern Mutual, a company with over a 160-year history of acting in the best interests of our clients and community.
- We invest in our people – providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our business.
- We care – making a positive difference in our communities by supporting research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about.
- We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.
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