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Junior Associate - Wealth Management for Office Located in St. Augustine, Florida

Arch Global Advisors
locationSt. Augustine, FL, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Posting: Junior Associate – Wealth Management

Company: Arch Global Advisors

Location: St. Augustine, Florida

Job Type: Full-Time

Salary: $55,000 / 401k Benefits / Health Insurance

Arch Global Advisors is seeking a Junior Associate to join our team in the financial

services industry. This role is ideal for a motivated individual with a strong work ethic, a

passion for finance, and a long-term vision of growing into a Financial Advisor.

Responsibilities:

 Support senior advisors in client relationship management and portfolio analysis

 Prepare reports, presentations, and financial plans for client meetings

 Assist with operational tasks, account maintenance, and compliance

requirements

 Engage in business development initiatives and client outreach

 Work toward obtaining the necessary licenses and certifications if not already

held

Qualifications:

 Bachelor’s degree in Finance, Economics, or a related field

 2+ years experience in wealth management preferred

 Series 7, SIE, and 66 licenses preferred (or willingness to obtain)

 Excellent communication and interpersonal skills

 A self-starter with a commitment to professional growth in the industry

Why Join Us?

 Opportunity for long-term career growth leading to a Financial Advisor role

 Hands-on mentorship and training from experienced professionals

 A supportive and dynamic work environment

 Competitive compensation and benefits

If you are dedicated, driven, and eager to build a successful career in wealth

management, we encourage you to apply.

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