Associate Wealth Advisor
- Employer
- Luther Forest Wealth Advisors, LLC
- Location
- Malta, New York minutes from Downtown Saratoga Springs, NY
- Salary
- $60,000 to $80,000 plus bonus commensurate with experience. 401(k); vacation and PTO
- Closing date
- Nov 22, 2024
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- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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Depending on experience, the qualified associate will spend the first 12-18 months of employment supporting client service and operational needs. After which, based on their progress and willingness to learn, the candidate will be involved with financial planning projects; portfolio design and presentations; client meetings and management as well as servicing existing and new clients.
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