What are the responsibilities and job description for the Private Wealth Management Junior Advisor position at Ell Wess Advisors?
Job Overview
About the Role
We are seeking a Private Wealth Management Junior Advisor to join our growing team. This role offers a unique opportunity to work with high-net-worth clients, supporting their financial planning, wealth management, and investment strategies. As part of our team, you will help ensure clients receive top-tier service while working in a remote-first environment with quarterly in-person meetings.
Who We Are
At Ell Wess Advisors we specialize in providing wealth management solutions for entrepreneurs and high-net-worth individuals. Our mission is to help clients build, protect, and sustain generational wealth through strategic planning, investment management, and tax-efficient strategies. We are committed to innovation, integrity, and delivering outstanding client service.
Key Responsibilities
- Client Engagement & Support – Assist wealth advisors with client onboarding, servicing, and proactive communication.
- Financial Planning Assistance – Support the development and monitoring of financial plans, investment portfolios, and estate planning strategies.
- Account Administration – Oversee account transactions, documentation, and compliance requirements.
- Problem-Solving & Analysis – Anticipate client needs, provide solutions, and support advisors in delivering exceptional service.
- Collaboration & Growth – Work alongside experienced professionals, continuously expanding your expertise in wealth management.
Qualifications & Skills
- 2 years of experience in financial planning, wealth management, or a related field.
- Bachelor’s degree in finance, accounting, economics, or a related discipline.
- Series 65 license or willingness to obtain it.
- Strong analytical, communication, and relationship-management skills.
- Experience with CRM systems, financial planning software, and Microsoft Office Suite.
- Ability to manage multiple tasks, prioritize effectively, and work in a fast-paced environment.
Why Join Us?
- 100% Remote Work – Enjoy the flexibility of working from home with quarterly in-person team meetings.
- Competitive Salary – $50K–$60K with opportunities for growth.
- Entrepreneurial & Collaborative Culture – Work with a team dedicated to innovation and long-term success.
- Career Development – Gain mentorship and hands-on experience in high-net-worth financial planning.
Job Type: Full-time
Pay: $55,827.00 - $65,085.00 per year
Benefits:
- Tuition reimbursement
Compensation Package:
- Bonus opportunities
Work Location: Remote
Salary : $50,000 - $60,000