Associate Financial Advisor
McKinnon Wright Wealth Management
McKinnon Wright Wealth Management:
Associate Financial Advisor – Relationship Manager :
What we are looking for
The Person
Someone that has a talent and passion for investments and financial planning. Industry experience is required, certifications are a plus.
Someone that is persistent, driven, organized, and eager to make themselves valuable to the organization and our clients.
Someone that has a demonstrated track record of care for others and service to the community.
The Position
Overview: McKinnon Wright Wealth Management is a family business serving families and we operate under the Golden Rule of treating our clients the way that we would like to be treated (or better!). We view our business as having two divisions; Investment Management and Strategic (financial) Planning. Under those divisions, our goal is to build excellent strategies and processes that can be leveraged for the benefit of clients and advisors across the team.
The Associate Financial Advisor will assist the Senior Advisors with all aspects of client development and relationship management. With confidence in our business and processes, your job will be to help us retain and grow our existing business while also helping us develop new client and referral relationships.
This is an incredible opportunity to work with and learn from a team of talented advisors who will be excited to help you develop your career.
The Compensation
Base Salary plus bonus (commensurate with experience and existing client book, if any)
The Company
You can read more about our team at
Vacancy posted 3 days ago
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