Associate Wealth Advisor

About Earned Wealth

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 investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we 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 doctors—faster, 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: 

• Three years of experience working in the wealth management industry preferred, with one year as a minimum 

• Willingness to be available when clients are

• B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics

• CFP® certification preferred, or working toward this designation (as a CFP is core to this role) 

• 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

• Series 65 licensed (or become licensed in first 60 days of employment)

• Insurance licenses (or a desire to obtain them) are a plus

• Some travel may be required

Key Attributes 

• 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 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