What are the responsibilities and job description for the Wealth Advisor Associate position at Monarch Wealth Strategies?
We are seeking an Associate Advisor to support our Senior and Lead Advisors in the preparation, documentation, and implementation of comprehensive financial advice. This role plays a key part in enhancing client service by assisting with client meetings, preparing financial plans and analyses, conducting research and modeling, and coordinating post-meeting implementation with operations and portfolio teams. The ideal candidate is detail-oriented, coachable, and passionate about financial planning, with a strong desire to grow along an advisor career path within a collaborative, client-focused wealth management firm.
Salary : $60,000 - $90,000