• Assist the advisory team as they meet with clients, understand our client's overall financial needs, identify value-added services that our advisory team can provide, help develop clients’ financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviews.
• Organize and schedule client appointments; onboard new clients and support existing clients.
• Attend client meetings, take detailed notes, and review meeting takeaways with advisors.
• Help with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysis.
• Timely response to client service requests.
• Support multiple roles across the firm – advisory, operations, relationship management – through a variety of tasks.
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results.
• Comply with all regulatory requirements, including licensing and registrations.

Key Requirements

• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
• Series 65 license required
• CFP® certification preferred, or working toward this designation (as CFP is core to this role)
• Three years of experience working in the wealth management industry preferred, with one year as a minimum
• Willingness to be available when clients are
• Demonstrated analytical and problem-solving skills
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works well with a team and independently
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
• Insurance licenses (or a desire to obtain them) are a plus
• Some travel may be required

• You put our client first: You demonstrate a commitment to understanding and meeting client needs and have the ability to actively listen and provide tailored financial solutions.
• You are collaborative: You have an innate willingness to share knowledge, ideas, and resources for the benefit of the team and clients.
• You commit to excellence: You dedicate yourself to delivering exceptional service and exceeding client expectations.
• You embrace diversity: You have the openness to different perspectives and ideas to foster innovation both for the team and for the clients.
• You hold yourself accountable: You demonstrate integrity, honesty, and ethical behavior in all professional interactions with our clients.

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.