Wealth Management Associate

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 notesManage client follow-up communications and service requestsCoordinate and monitor insurance underwriting requirementsAssist with investment account paperwork, documentation, and trade-related activitiesSupport advisors with meeting preparation, documentation, and follow-up activitiesAssist in gathering financial information and preparing planning materialsParticipate in the financial planning process through research, analysis, and plan preparationWork 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 fieldStrong organizational skills and attention to detailExcellent written and verbal communication skillsAbility to prioritize multiple responsibilities and meet deadlines Preferred Qualifications FINRA licenses (Series 7, Series 66, or equivalent)Life and Health Insurance LicenseKnowledge of insurance products, investment products, financial planning concepts, and wealth management operations1-2 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 annuallyCandidates with additional experience or licensing may qualify for higher compensationAnnual bonus opportunity401(k) plan with employer contributionMedical insurance coverageHybrid 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 communityWe invest in our people – providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our businessWe 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