Associate Wealth Advisor

About Earned Wealth

Earned Wealth is a technology-centric wealth management platform focused on providing an experience specifically designed for doctors. Our mission is to liberate doctors from financial stress, empowering them to focus on what they do best. With a highly experienced team backed by leading investors in healthcare and technology, we deliver first-in-class, automated solutions tailored to each physician’s unique needs from residency through retirement. Rooted in our core values of client-first service, collaboration, excellence, diversity of thought, and unwavering integrity, we strive to radically transform the financial outcomes for our clients and create a truly differentiated experience.

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 experienced 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 progress 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-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. 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 the Chief Wealth Officer.

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 develop 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; onboard 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 within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• Comply with all 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 when clients are
• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
• 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, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
• Series 65 licensed (or become licensed in first 60 days of employment)
• 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 innate willingness to share knowledge, ideas, 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 embrace diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clients
• You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients
  
  

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• Free One Medical membership and access to TalkSpace
• 401k + 4% match
• Flexible paid time off