Advisor fast track

Milestone Financial Associates

Wealth Advisor Fast Track Program

Our firm has an immediate opening for an associate in our fast-track to Wealth Advisor program in Bethlehem, PA or Royersford, PA.

We are an established and fast-growing wealth management firm with offices in Royersford, Macungie, and Bethlehem, PA looking for the perfect candidate to join our dynamic team! Are you aspiring to build a career as a financial advisor starting with an established foundation? Are you looking for a team atmosphere where the best interests of clients come first, where you can learn and grow? Are you a self-starter that loves both people and numbers?

Our fast-track associate will work directly with our financial advisors and other staff to help serve our clients. Our team has 7 advisors who are CFP®, CPA, and/or CFA professionals. Our fast-track program requires success or prior experience at each level to move to the next.

Financial Services Associate (3 Months)

Work with team on administrative, marketing, client communication and client reviews. Obtain proficiency in our CRM and other communications systems. Study and pass Series 65 license and complete firm and industry training.

Registered Financial Services Associate (3 Months)

Work with team on operations, administrative, marketing, client communication and client reviews. Study and pass insurance licenses. Obtain software proficiency in our financial planning, research, and trading platforms.

Investment Assistant (6 Months)

• Report directly to our team's CFA.
• Serve on investment committee, taking notes and completing follow up actions.
• Trade and Rebalance client portfolios using appropriate tools.
• Conduct ad hoc and ongoing investment research using software packages.
• Read, listen, and distribute investment updates and reports to advisors.
• Maintain performance and recommended investment lists.
• Assist in client meeting preparation and update clients on investment related issues.

Financial Planning Associate (12-24 Months)

• Report directly to 1-2 Wealth Advisors.
• Financial plan analysis, development and updates utilizing planning software.
• Researching and recommending planning strategies and appropriate solutions to the team.
• Developing spreadsheets to support job responsibilities and increasing efficiency.
• Researching and monitoring various insurance products.
• Preparing reports and summaries for advisors and clients.
• Handle client questions and maintain client relationships within capacity.
• Sit in client meeting with advisor to record notes.

Senior Financial Planning Associate (12 Months Minimum)

Completion of CFP® Curriculum. Lead contact on select client relationships. Formal sales and relationship training.

Wealth Advisor (To be eligible: 3-5 Years’ experience + CFP® Professional)

Phase 1: (6 Months) All previous responsibilities plus run segments of new client meetings.

Phase 2: (6 months) All previous responsibilities plus run certain client meetings by self with Principal in attendance.

Phase 3: (12 months) All previous responsibilities plus meet with designated clients on own.

Ideal Candidate: We are seeking a friendly, detail-oriented professional who has outstanding communication skills and the ability to manage their time effectively when faced with a variety of deadlines. Must be proactive, committed to continued industry education and possess leadership skills. Candidate should be comfortable and proficient with various technology platforms, especially Excel. The ideal candidate will be highly organized, self-driven, and be above average in their attention to details. Most importantly, this candidate will be confident and comfortable dealing directly with our clients, whom we cherish and serve diligently.

Requirements: B.S. Degree in Finance or equivalent degree.

Contact: Please submit a cover letter detailing why this is the career path you want along with your resume to [email protected].

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

People with a criminal record are encouraged to apply

Work Location: In person