Wealth Management Associate

Wealth Advisor Associate — Join Our Santa Maria Office

📍 In-Person | Full Time | Santa Maria, CA

Monarch Wealth Strategies is seeking a dedicated and driven Wealth Advisor Associate to join our Santa Maria office. In this in-person role, you’ll support our Lead Advisors in delivering exceptional service and strategic advice to our clients.

If you're passionate about financial planning, detail-oriented, and want to grow your career in wealth management, this is your opportunity to join a team that believes in doing right by clients and empowering their financial futures.

In this role, you’ll:

• Collaborate closely with senior advisors to prepare and implement financial plans.
• Attend and support client meetings, providing high-level follow-through.
• Conduct financial modeling and research using industry-leading software.
• Drive process improvements in planning and service delivery.
• Play a key role in maintaining accurate CRM data and compliance.

✨ You’ll also receive invaluable mentorship, gaining the guidance and exposure needed to grow into a well-rounded and respected Wealth Advisor. This is a unique opportunity to learn from seasoned professionals in a supportive, growth-focused environment.

Who you are:

• You’re on the path to becoming an advisor (Series 65 or 66 required; CFP® candidacy highly preferred).
• You bring experience in financial planning or technical paraplanning - or have a great interest in learning these skills.
• You love research, problem-solving, and collaborating as a team player.
• You’re coachable, detail-oriented, and passionate about helping clients succeed.

This is a growth-oriented role for someone who wants to develop into an advisor position in the coming years. We offer a collaborative culture, opportunities for advancement, and the chance to be part of a high-integrity, client-first team.

📩 Apply now or message us directly to learn more.