Description
We are seeking a Managing Associate who is ready to grow their own advisory practice while playing a key role in developing the next generation of financial professionals. This position is ideal for an advisor with 2-4 years of experience, fully licensed with SIE, Series 7, and Series 66, who thrives in a collaborative environment and wants to expand their impact beyond personal production.
You'll build your own book of business and serve as a mentor to new advisors entering the industry - helping them learn the fundamentals, build confidence, and establish strong habits that lead to long-term success.
Responsibilities
$47
Qualifications
• 2-4 years of experience in financial advising or wealth management
• Fully licensed: SIE, Series 7, and Series 66
• Strong communication and relationship-building skills
• Enterprising mindset with a desire to grow a practice
• Passion for mentorship and developing new talent
• Highly organized with the ability to manage multiple priorities
• Commitment to professionalism, integrity, and client advocacy
