Associate Wealth Advisor

Associate Wealth Advisor

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investorsincluding Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctorsfaster, smarter, and at scale.

We are looking for a dynamic Associate Wealth Advisor to join the Client Services Team at Earned Wealth. This is a unique opportunity to utilize state-of-the-art technology, and by working with and supporting experienced Wealth Advisors and specialists, you'll discover how advice strategies can help physicians realize their full wealth potential. Although this position initially will not have an individual client practice, this client-facing role provides an opportunity to apprentice with a top senior wealth advisor in the U.S. Also, the promotional path for this role is to progress to a Wealth Advisor role overseeing an individual client practice. At Earned Wealth, we separate sales and service roles, allowing the advisory team - including this role - to focus on exceptional client service.

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents. The ideal candidate will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. As one of the first associates clients connect with, this role is instrumental in ensuring clients have a positive experience that exceeds their expectations. You will report directly to a Senior Wealth Advisor.

Key Responsibilities :

• 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 :

Key Attributes :

Benefits