# Wealth Management Associate

> Waggoner Financial · Lansing, United States · Full-time · Posted 2026-08-11

**Salary:** USD 55,000–80,000

**Workplace:** on_site

**Department:** Wealth Management

## Description

-   Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
-   Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
-   Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
-   Manage client account paperwork, onboarding, and ongoing service requests.
-   Maintain CRM and portfolio management systems with accurate client information.

## Requirements

-   Bachelor's degree in Finance, Economics, Accounting, or a related field.
-   1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.
-   Progress toward or willingness to pursue CFP® certification.
-   Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software.
-   Strong written and verbal communication skills.
-   Preferred (Not Required)

-   CFP® certification or active progress toward it.
-   SIE, Series 7 & 66, certification or active progress toward it.

## Benefits

-   Comprehensive health, dental, life, and short and long term disability insurance.
-   401(k) with company match.
-   Generous paid time off.
-   Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
-   Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
-   Competitive base salary plus performance based incentive compensation.
-   A small, collaborative firm environment with direct access to leadership and a real seat at the table.

## Apply

[Apply at Waggoner Financial](https://apply.workable.com/waggoner-financial/j/1866F40F1F/apply)

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