Wealth Management Associate

Wealth Management Associate

Join a dynamic team where your drive, people skills, and dedication will directly impact the financial well-being and peace of mind of our clients. As a Wealth Management Associate, you’ll be the key liaison for existing clients, strengthening relationships, uncovering new opportunities, and helping clients achieve their goals.

Our clients’ needs, goals, and dreams come first. We prioritize long-term relationships, integrity, and delivering exceptional quality in every interaction.

What You’ll Do

· Manage and deepen client relationships.

· Conduct proactive outreach, schedule and lead annual review meetings, and ensure a best-in-class client experience.

· Utilize book of business analysis to identify and market to client opportunities within an existing book of business.

· Uncover additional planning needs, ask for referrals, and identify new business opportunities — internally or externally.

· Execute trades, process cash requests, and handle day-to-day account servicing.

· Maintain accurate client records in Salesforce, eMoney, and other systems.

· Prepare for client meetings by gathering and verifying data, analyzing needs, and supporting plan design.

· Stay current with licensing, continuing education, and industry best practices.

· Research financial solutions that add value to the planning process and make recommendations.

What We’re Looking For

· A fully licensed professional (Life & Health, Series 7 & Series 66 (or S63 S65) with at least 2 years of industry experience.

· Strong understanding of financial planning concepts; CFP preferred.

· Excellent communicator and presenter, comfortable on the phone and in meetings.

· Passion for client service with a warm, engaging approach.

· Self-starter who takes initiative, uncovers opportunities, and thrives on results.

· Strong organizational skills and attention to detail, with discretion and commitment to confidentiality.

· Team player who enjoys learning, growing, and contributing to a collaborative environment.

· Proficient in Salesforce, Microsoft Office suite, and financial planning tools (like eMoney).

Why This Role is Different

Unlike most sales roles, this is a high-touch relationship position with a stable base salary plus a strong bonus potential tied to your success. You’ll generate meaningful revenue by serving an existing book of business — not by building your own book from scratch. Your work will directly drive the team’s growth, and you’ll have the resources, mentoring, and opportunity to continually advance your skills.

*This role is hired directly by the financial services representative

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

CRN202809-9528758

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Work Location: In person

Salary : $75,000