Entry Level – Wealth Management Associate

Job Posting: Entry Level – Wealth Management Associate

• Location: 300 S Pine Island Road, Suite 305, Plantation, FL 33324 (On-Site) 
• Hours: Monday - Friday, 9 a.m. - 5 p.m. 

About ActiTrust

At ActiTrust, we specialize in helping individuals and families develop personalized, sound financial strategies. Our approach is grounded in independent, thoughtful advice, which enables our clients to gain a broader perspective and realize the full benefits of their financial decisions. With a team of experienced advisors, we have a proven track record of delivering hands-on, tailored service that addresses each client’s unique financial needs.

Our mission is to empower clients by guiding them through the process of developing and refining long-term investment plans aligned with their goals. By leveraging a range of investment vehicles, including equities, fixed income, and alternative investments, we provide customized, fee-based advisory solutions that support sustained financial growth. We believe in fostering long-term relationships, underpinned by open, transparent communication and trust.

Position Overview

ActiTrust is seeking a highly motivated Entry-Level Wealth Management Associate to join our growing team in Plantation, FL. In this role, you will be an essential part of our client advisory team, helping individuals and families navigate their financial goals and making informed decisions to ensure their financial success. The position offers growth potential, with opportunities to advance into advisory roles while earning performance-based bonuses.

This is an exciting opportunity for recent graduates passionate about finance, investment planning, and client relationship management. If you are eager to make a meaningful impact and grow with a highly respected firm, ActiTrust offers the ideal environment for your professional development.

Key Responsibilities

• Proactively find new clients and generate leads through networking, referrals, and outreach efforts
• Cultivate and develop strong client relationships by understanding their financial goals and delivering tailored solutions
• Assist clients with investment strategies, estate planning, and wealth preservation
• Educate clients on financial products, investment options, and financial concepts to empower their decision-making
• Guide clients in portfolio management, utilizing equities, fixed income, and alternative investments to meet their objectives
• Collaborate with senior advisors in the implementation of long-term, comprehensive financial strategies
• Stay informed on financial market trends, products, and industry best practices to provide expert advice
• Actively participate in ongoing team meetings, training sessions, and professional development initiatives
• Ensure client satisfaction by delivering personalized, hands-on service and maintaining open, effective communication in both English and Spanish
• Willingness to travel in Latin American countries if needed

Qualifications

• Proficiency in Spanish is a MUST (both spoken and written)
• Recent graduate (or upcoming graduate) with a Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• Familiarity with Microsoft Office Suite
• A strong interest in personal finance, wealth management, investment management, and financial markets
• Excellent interpersonal, communication, writing, and problem-solving skills
• Self-motivated, goal-oriented, and entrepreneurial mindset
• Eagerness to learn, collaborate with a team, and make a meaningful impact
• Passion for building relationships and helping clients achieve financial success
• Ability to foster lasting client relationships based on trust, and open communication
• Required to obtain necessary licenses in a specific time frame with support from the company
• All candidates are submitted to criminal background and drug testing

Compensation

At ActiTrust, we offer a competitive compensation structure which includes performance-based incentives. We welcome international graduates who hold Optional Practical Training (OPT) status. 

Why ActiTrust?

• Work in an entrepreneurial, dynamic environment where you can make a real impact on clients' financial futures
• Access to a wide array of resources to support your professional and personal development
• Opportunity to build meaningful, long-term relationships with both clients and colleagues
• Focus on serving Latin American clients, offering culturally relevant solutions
• Commitment to maintaining a healthy work-life balance with flexible schedules