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Entry Level Wealth Associate
Job Location:
Job Location:
Lansing, IL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 September 2026 (Yesterday)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Wealth Associate Maner Wealth
Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027.
Summary of Responsibilities:
The Wealth Associate will be responsible for all areas of the financial planning process investment management and managing client relationships.
Essential Functions:
- Servicing and advising existing clients
- Work with our software (e.g. Wealthbox eMoney Schwab) to manage client relationships and provide financial advice
- Manage client relationships including regular client contact in-person via phone as well as electronically
.
Job Qualifications:
- Experience directly working with families on personal financial planning preferred
- Bachelors Degree from an accredited University
- CFP certification a plus
- Series 65 License preferred
- Experience with eMoney or other financial planning software
- Ability to build deep relationships and trust with clients team members and COIs
- Thorough computer skills a must including Microsoft Office Suite
- Excellent verbal and written communication skills a must
- Knowledge of and experience with DC and DB plans is strongly preferred
- Strong interpersonal skills and a compelling aptitude to provide advice
- Ability to think critically identify meet and follow through with recommendations for clients
- Strong attention to detail and highly organized
- Ability to work independently and perform multiple tasks efficiently
Benefits:
- Competitive compensation package
- Generous Paid Time Off policy
- Medical Dental and Vision Insurance available
- Life and Disability insurance
- Wellness Reimbursement
- 401k with profit sharing
Required Experience:
Junior IC
About Company
For 100+ years, Maner Costerisan has provided expert public accounting, technology and business consulting services.
