Vantus Wealth
Full-Time | In-Office | Career Growth Opportunity
Build Your Career in Wealth Management
Vantus Wealth is seeking a motivated, detail-oriented Associate Financial Advisor to join our growing advisory team. This role is ideal for an emerging financial professional who wants hands-on experience in financial planning, client relationship management, and wealth advisory services while developing toward a future Lead Advisor role.
As an Associate Financial Advisor, you’ll work closely with experienced advisors to deliver a high-touch, planning-first client experience. You’ll gain exposure to real client relationships, financial planning strategies, investment support, and operational processes within a collaborative and growth-focused environment.
This is a full-time, in-office position designed for individuals who are coachable, driven, and excited to build a long-term career in wealth management.
What You’ll Do
Client Relationship Support
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Serve as a key point of contact for client questions and day-to-day service needs
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Maintain communication with clients between review meetings
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Draft follow-up communications and coordinate next steps after meetings
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Support proactive client outreach and relationship management
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Assist with onboarding new clients, including account setup coordination and data gathering
Financial Planning & Meeting Preparation
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Build and maintain financial plans using RightCapital
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Prepare retirement projections, cash flow analyses, net worth summaries, and other planning deliverables
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Organize meeting agendas and advisor prep materials
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Perform data accuracy checks across CRM and planning systems
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Ensure all planning materials are complete and ready before client meetings
Post-Meeting & Workflow Execution
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Document client meeting notes in CRM systems
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Track follow-up tasks and workflow progress
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Communicate with clients regarding outstanding documentation and action items
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Monitor timelines and escalate delays when needed
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Track new business opportunities within the CRM
Investment & Portfolio Support
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Assist with investment proposals and portfolio allocation previews
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Support advisors with investment-related meeting materials
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Help maintain accurate investment and reporting data across systems
Client Onboarding & Administrative Support
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Guide clients through account opening and onboarding processes
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Coordinate account transfers and rollover requests
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Maintain CRM organization and documentation standards
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Help advisors stay focused on client-facing responsibilities by assisting with operational tasks
Career Growth Path
At Vantus Wealth, we are committed to developing future advisors through a structured career progression:
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Junior Associate Advisor
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Associate Advisor
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Senior Associate Advisor
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Lead Advisor
You’ll receive mentorship, hands-on training, and opportunities to expand your responsibilities as your skills and experience grow.
What We’re Looking For
Qualifications
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Bachelor’s degree in Finance, Business, Economics, or related field preferred
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1–4 years of experience in financial services, wealth management, or financial planning support
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Experience working in an RIA or wealth management environment is a plus
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Progress toward CFP® certification or other planning credentials preferred
Skills & Attributes
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Strong written and verbal communication skills
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Excellent attention to detail and organizational abilities
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Ability to manage multiple priorities in a fast-paced environment
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Professionalism and discretion when working with high-income clients
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Coachable, growth-minded, and team-oriented
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Familiarity with RightCapital, Advyzon, or similar financial planning/CRM platforms preferred
Licensing & Professional Development
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Series 65 preferred (required within 6 months of hire; company-supported study time available)
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CFP® pursuit and additional professional development encouraged
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Internal incentives available for licensing and educational milestones
Work Environment & Expectations
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Full-time, in-office position (5 days per week with limited flexibility)
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Participation in client and internal team meetings
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Occasional local travel for client or team events
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Ability to perform standard office and computer-based responsibilities
Hours
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Monday–Friday, 8:00 AM – 4:30 PM
Compensation
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$22+ per hour, based on experience and qualifications
Why Join Vantus Wealth?
At Vantus Wealth, we believe great advisors are developed through mentorship, experience, and meaningful client relationships. You’ll join a collaborative team that values growth, professionalism, and delivering exceptional service to clients while providing a clear path for your long-term career advancement.
If you’re looking to build a career in wealth management and grow into a future advisory leadership role, we’d love to hear from you.
