The Wealth Management Associate supports Friday Wealth's senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation. The position offers hands-on exposure to wealth management and financial planning while providing a strong development path within the firm. Key Responsibilities • Prepare and maintain accurate client records and case notes. • Manage client follow-up communications and service requests. • Coordinate and monitor insurance underwriting requirements. • Assist with investment account paperwork, documentation, and trade-related activities. • Support advisors with meeting preparation, documentation, and follow-up activities. • Assist in gathering financial information and preparing planning materials. • Participate in the financial planning process through research, analysis, and plan preparation. • Work collaboratively with advisors and operations staff to ensure a high level of service. Required Qualifications • Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field. • Strong organizational skills and attention to detail. • Excellent written and verbal communication skills. • Ability to prioritize multiple responsibilities and meet deadlines. Preferred Qualifications • FINRA licenses (Series 7, Series 66, or equivalent). • Life and Health Insurance License • Knowledge of insurance products, investment products, financial planning concepts, and wealth management operations • 1-2 years of professional experience in financial services, banking, insurance, wealth management, or a related field. Professional Development • The firm reimburses initial licensing exam and registration fees upon successful completion. Compensation & Benefits • Compensation $55,000 - $65,000 annually • Candidates with additional experience or licensing may qualify for higher compensation. • Annual bonus opportunity. • 401(k) plan with employer contribution. • Medical insurance coverage. • Hybrid schedule with one remote workday per week initially after 90-day probationary period What You Can Expect from Us • We are strong, innovative, and growing with the backing of Northwestern Mutual, a company with over a 160-year history of acting in the best interests of our clients and community. • We invest in our people – providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our business. • We care – making a positive difference in our communities by supporting research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about. • We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.