Job Description
Company Description
Metcalf Partners Wealth Management is a fast-growing boutique financial planning and asset management firm. We are deeply committed to helping clients make empowered, informed decisions with their money.
Role Description
We are seeking a full-time, on-site Junior Financial Advisor to support the Managing Partner at Metcalf Partners Wealth Management. This individual will act as an extension of the Managing Partner, assisting with meeting preparation and follow-up, attending client meetings to take detailed notes, and handling various client service tasks.
Key responsibilities include:
- Building comprehensive financial plans using eMoney
- Uploading and modeling scenarios in Holistiplan
- Creating portfolio comparisons in Nitrogen
- Supporting client communications and servicing
- Assisting with other strategic and administrative duties as needed
Qualifications
- Strong knowledge of financial planning and retirement planning
- Solid understanding of finance, investments, and financial advice
- Experience with trading platforms and tools is a plus
- Excellent communication and interpersonal skills
- Exceptional attention to detail and organizational abilities
- Active securities licenses required (e.g., Series 7, 65, or 66)
- Bachelor’s degree in Finance, Business, or a related field preferred
- CFA or CFP designation is a strong plus
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Work Location: In person