Associate, Wealth Advisor

About the Job

At Fjell Capital, we are dedicated to creating freedom in the lives of thousands of families across the country.

Our Associate Wealth Advisors play a pivotal role in this mission. As a member of our team, you will be part of a culture that values innovation, client results, and community impact. We are looking for an Associate Wealth Advisor to join us on this journey, offering a unique opportunity to thrive in a challenging yet rewarding environment, while contributing to the best wealth management experience for next-gen investors.

Ideal Candidate Attributes

  • All-In: As an Associate Wealth Advisor, you are not just part of our team but a leader within it. You are expected to take initiative, drive your own success, and contribute to the direction of the company. This role requires self-motivation, discipline, and a strong sense of ownership over your work and the outcomes you produce.
  • Own It: We are on a mission to create massive freedom for our clients. The role is challenging by design, demanding not only ambition but also a willingness to embrace and overcome challenges. You will work hard, innovate, and play a crucial role in delivering immense value to our clients and community.
  • Raise the Bar: Integrity and professionalism are at the heart of everything we do. As an Associate Wealth Advisor, you will hold yourself accountable to the highest standards, ensuring that client needs are met with honesty, expertise, and a commitment to their financial freedom. Your success is intertwined with the positive impact you make on our clients and the broader community.

Job Responsibilities

  • Engage in our training process covering sales, finance, wealth planning, investment strategies, and product knowledge.
  • Source business prospects proactively and master client acquisition techniques.
  • Provide bespoke wealth management advice based on individual client needs and aspirations.
  • Manage your time efficiently, balancing client meetings, follow-ups, and administrative tasks.
  • Adhere to all regulatory and compliance requirements, maintaining the highest standards of integrity and professionalism.
  • Achieve the goals set during your associate phase, reflecting your commitment to our mission and your professional growth.

Job Requirements

  • Bachelor’s degree.
  • 3 years of wealth management related experience.
  • Securities related licenses (e.g. Series 65) or CFP designation.
  • Exceptional communication, presentation, and organizational skills.
  • Proven ability to network and build professional relationships.

Join Fjell Capital and be part of a team committed to creating freedom, facing challenges head-on, and making a meaningful impact in the lives of our clients and community. We are dedicated to nurturing a culture of excellence, integrity, and unparalleled client service.

If you are ready to embark on this fulfilling journey, we look forward to your application. Please submit your application on linkedin, here.

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