# 2027 Wealth Management Associate

**Company:** [Waggoner Financial](http://jobs.workable.com/companies/tZ6VCSEHXFZ5JWHDRMg3FB.md)
**Location:** Lansing, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/1daba53f-96ba-4af7-88b1-ed34cfcf2168)

## Description

-   Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
-   Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
-   Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
-   Manage client account paperwork, onboarding, and ongoing service requests.
-   Maintain CRM and portfolio management systems with accurate client information.

## Requirements

-   Bachelor's degree in Finance, Economics, Accounting, or a related field
-   1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
-   Progress toward or willingness to pursue CFP® certification
-   Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
-   Strong written and verbal communication skills
-   Preferred (Not Required)

-   CFP® certification or active progress toward it
-   SIE, Series 7 & 66, certification or active progress toward it

## Benefits

-   Comprehensive health, dental, life, and short and long term disability insurance
-   401(k) with company match
-   Generous paid time off
-   Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
-   Direct mentorship from senior advisors, with a clear path to expanded client responsibility
-   Competitive base salary plus performance based incentive compensation
-   A small, collaborative firm environment with direct access to leadership and a real seat at the table