Company Overview
Mohan Financial is a boutique private wealth advisory firm affiliated with MassMutual. We're a small, founder-led team currently growing our staff and establishing our new headquarters in Scottsdale, Arizona this fall (2026). We work directly with private wealth clients on their financial planning, investment, and insurance needs, and we're building the team to support that work as we scale. Our mission is simple: give clients the knowledge and tools they need to reach their financial goals.
Job Summary
As a Junior Investment Associate, you'll work alongside our advisory team, supporting client and internal meetings, turning discussion into clear next steps, and handling the research and preparation that keeps the team moving. This role is designed for someone who wants to learn the business from the ground up and build toward licensing. It's a training-track role with a defined next step: team members who complete licensing and meet performance expectations become eligible to be considered for our Investment Associate role.
Salary and Benefits
- Pay: $15.15–$20/hour, part-time (approximately 20 hours/week), non-exempt.
- Exam Support: We reimburse the cost of licensing exams once you've passed.
- Paid Time Off
Key Responsibilities
- Meeting Support: Partner closely with our advisory team to prepare for and follow up on client and internal meetings, keeping notes and next steps organized and on track.
- Task Management: Translate meeting notes into clear, actionable tasks and route them to the right team members.
- Research Support: Research day-to-day questions and prepare materials that keep our advisory team ready for what's next.
- Business Fundamentals: Build working knowledge of the firm's planning, investment, and insurance processes alongside the client-relationship side of the business.
- Client & Advisor Exposure: Gain exposure to advisor workflows and relationship management as you progress through the program.
Minimum Qualifications
- Bachelor's Degree preferred, not required.
- SIE, Life & Health licensing exams, and Series 65 required within 90 days of start. Series 6 within 180 days of start date.
Preferred:
- Some exposure to finance, investing, or client-facing work, through coursework, an internship, or a prior role.
- Strong research and writing skills, since turning meeting notes into clear action items is central to the role.
Additional Information
- Reports To: Chief of Staff
- Location: In Person. This position will be located at our future Scottsdale AZ headquarters, opening this fall.
- Employment Type: Part-Time, Non-Exempt.
- Shift: 20 hours per week, scheduled within Monday through Friday business hours. Days and hours will vary week to week based on need, with some flexibility available.
Equal Opportunity Employer
Mohan Financial is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by law.
Pay: $15.15 - $20.00 per hour
Expected hours: 20.0 per week
Benefits:
- Flexible schedule
- Paid time off
- Professional development assistance
Application Question(s):
- Are you comfortable starting in a part-time, hourly role while working toward your licensing exams, with the opportunity to be considered for our Investment Associate role once licensed?
- Tell us about your interest in financial planning or investing. What draws you to this field, even without direct industry experience?
- Describe a time you had to take detailed notes in a fast-moving meeting and turn them into clear next steps. What was the outcome?
Education:
Ability to Commute:
- Scottsdale, AZ 85255 (Required)
Work Location: In person
