We are a high-performing independent wealth management team working with successful individuals, families, and business owners. Our focus is on providing long-term guidance across investments, retirement, and estate planning.
This role is designed for someone at the beginning of their career who wants to build a future in wealth management. It is not a short-term position, but a foundation toward becoming a trusted advisor with the opportunity to build your own practice over time.
While technical knowledge can be taught, success in this role requires strong communication skills, comfort initiating conversations, and a genuine interest in helping clients plan for their financial future, particularly around retirement and long-term wealth strategies.
You will work closely with senior advisors through a structured mentorship program, gaining hands-on experience with real clients and real planning situations.
What You Will Do
- Reach out to prospective clients and schedule introductory conversations
- Research and identify new business opportunities using modern tools and systems
- Support senior advisors in developing retirement, tax, and wealth planning strategies
- Assist with client service, relationship management, and ongoing planning initiatives
- Participate in all stages of the planning process, from portfolio construction to estate and intergenerational planning
- Gradually develop your own client base with the support of an experienced team
Training & Development
You will receive continuous coaching and mentorship from experienced advisors. You will shadow client meetings, participate in planning discussions, and receive guidance on building long-term client relationships.
We also support the licensing process (CSC, CPH), with a clear path toward becoming an independent advisor.
What Makes This Opportunity Different
- Long-term career path for individuals serious about building a future in wealth management
- Entrepreneurial environment with flexibility and autonomy, supported by a collaborative team
- Merit-based growth, with progression and compensation tied to performance and initiative
- Opportunity to work with high-net-worth clients and make a meaningful impact
What We're Looking For
- Strong communication and relationship-building skills
- Self-motivated, disciplined, and comfortable with proactive outreach
- Genuine interest in wealth management and financial planning
- Entrepreneurial mindset and long-term orientation
- Bachelor's degree or relevant business experience preferred
- Proficiency with Microsoft Office
Compensation
Compensation includes a performance-based component aligned with client growth and business development. This structure is designed to reward initiative and results while offering mentorship, training, and long-term career development within an independent advisory environment.
Next Steps
If you are looking for more than a typical entry-level role and want to build a long-term career in independent wealth management, we encourage you to apply.
Selected candidates will be invited to a virtual introductory conversation with a senior advisor to discuss the opportunity in more detail.
