Wealth Management Associate

Job summary

The Wealth Management Associate supports senior advisors by managing client service activities, investment documentation, and administrative processes. They also assist in the preparation of financial planning materials and coordinate insurance underwriting requirements.

Job details

The Wealth Management Associate supports Friday Wealth's senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation. The position offers hands-on exposure to wealth management and financial planning while providing a strong development path within the firm. Key Responsibilities Prepare and maintain accurate client records and case notes. Manage client follow-up communications and service requests. Coordinate and monitor insurance underwriting requirements. Assist with investment account paperwork, documentation, and trade-related activities. Support advisors with meeting preparation, documentation, and follow-up activities. Assist in gathering financial information and preparing planning materials. Participate in the financial planning process through research, analysis, and plan preparation. Work collaboratively with advisors and operations staff to ensure a high level of service. Required Qualifications Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field. Strong organizational skills and attention to detail. Excellent written and verbal communication skills. Ability to prioritize multiple responsibilities and meet deadlines. Preferred Qualifications FINRA licenses (Series 7, Series 66, or equivalent). Life and Health Insurance License Knowledge of insurance products, investment products, financial planning concepts, and wealth management operations 1-2 years of professional experience in financial services, banking, insurance, wealth management, or a related field. Professional Development The firm reimburses initial licensing exam and registration fees upon successful completion. Compensation & Benefits Compensation $55,000 - $65,000 annually Candidates with additional experience or licensing may qualify for higher compensation. Annual bonus opportunity. 401(k) plan with employer contribution. Medical insurance coverage. Hybrid schedule with one remote workday per week initially after 90-day probationary period What You Can Expect from Us We are strong, innovative, and growing with the backing of Northwestern Mutual, a company with over a 160-year history of acting in the best interests of our clients and community. We invest in our people – providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our business. We care – making a positive difference in our communities by supporting research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about. We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.

What you’ll do

The Wealth Management Associate supports senior advisors by managing client service activities, investment documentation, and administrative processes. They also assist in the preparation of financial planning materials and coordinate insurance underwriting requirements.

Requirements

Candidates must hold a bachelor's degree in a finance-related field and possess strong organizational and communication skills. Preferred qualifications include FINRA licenses, a life and health insurance license, and 1-2 years of professional experience in financial services.

Benefits

• 401(k) plan
• Employer contribution
• Medical insurance
• Licensing exam reimbursement
• Registration fee reimbursement

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Communication · Preferred
• Financial planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Client service
• Investment account management
• Administrative support
• Insurance underwriting
• Data analysis
• Communication
• Organizational skills
• Attention to detail
• Research
• Meeting preparation
• Life And Health Insurance License
• Organizational Skills
• Ability To Meet Deadlines
• Planning
• Underwriting
• Business Economics
• Investments
• Medical Records
• Customer Service
• Finance
• Financial Services
• Financial Planning
• Financial Industry Regulatory Authorities
• Innovation
• Operations
• Wealth Management
• Verbal Communication Skills
• Prioritization
• Detail Oriented
• FINRA Series 66 (Uniform Combined State Law)
• FINRA Series 7 (General Securities Representative)

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Wealth Management Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

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