Wealth Advisor Development Program
Entry-Level Financial Planning & Wealth Management
EMPLOYER
Aspire Wealth Group
LOCATION
Sewell, New Jersey
EMPLOYMENT
Full-Time
EXPERIENCE
Entry Level
About the Opportunity
Aspire Wealth Group is looking for a motivated, personable, and ambitious recent college graduate to join our South Jersey team and begin building a career in financial planning and wealth management.
This is not simply a sales position. It is an opportunity to learn the wealth management business from an experienced team, work directly with clients, develop financial planning skills, earn industry licenses, and grow toward becoming a Financial Advisor.
We are looking for someone who is curious, hardworking, comfortable working with people, and genuinely interested in helping individuals and families make better financial decisions.
Learn the business. Serve clients. Build expertise. Grow into an advisor.
What You’ll Do
- Assist with the development and implementation of comprehensive financial and investment plans.
- Learn how to evaluate a client’s financial position, goals, risk tolerance, and investment objectives.
- Prepare for and participate in client and prospective-client meetings.
- Help monitor client portfolios and evolving planning needs.
- Build knowledge in retirement, investment, insurance, estate, and other financial planning areas.
- Develop professional presentation, written communication, and client-service skills.
- Participate in networking, community outreach, and business-development activities.
- Work closely with experienced advisors and other members of the Aspire team.
- Complete required industry training and licensing.
What We’re Looking For
We care about who you are and what you can become, not simply how much industry experience you already have. We are particularly interested in candidates who demonstrate:
- Strong interpersonal and communication skills
- A genuine interest in financial planning and wealth management
- High personal integrity and professionalism
- Initiative, accountability, and a strong work ethic
- Curiosity and a willingness to learn
- Confidence interacting with clients and professionals
- Attention to detail and analytical problem-solving ability
- Coachability and a willingness to accept feedback
- A collaborative, team-first attitude
- An interest in building relationships and growing professionally
Education and Experience
A bachelor’s degree is strongly preferred. Relevant areas of study may include Finance, Financial Planning, Accounting, Economics, Business Administration, Management, Marketing, or Entrepreneurship.
We are also open to candidates from other academic backgrounds who demonstrate strong communication skills, analytical ability, leadership, and a genuine interest in financial planning.
Prior financial-services experience is not required. Relevant internships in wealth management, banking, investments, accounting, insurance, tax, financial planning, or other client-facing fields are beneficial. Experience in hospitality, retail, athletics, student organizations, community involvement, or other roles requiring strong interpersonal skills can also be valuable.
Licensing and Professional Development
Candidates do not need to be fully licensed when applying. The position requires:
- Series 7 and Series 66, or the ability to obtain them within approximately 3 months of employment
- Life, Health, and Variable Annuity licensing, or the ability to obtain it within approximately 6 months of employment
- A clean CRD/U4 record if previously registered
Aspire is looking for someone who wants to continue developing professionally and build long-term expertise in financial planning and wealth management.
Compensation and Benefits
BASE SALARY
$70,000 per year
BENEFITS PACKAGE
Medical, dental, and vision insurance; Health Care Flexible Spending Account; group life and personal accident insurance; short- and long-term disability insurance; 401(k) eligibility after 90 days with a company match of up to 5%; and five weeks of paid time off annually, subject to plan terms, eligibility requirements, and company policy.
Compensation is subject to applicable taxes and withholdings. Benefit availability, eligibility dates, coverage, and plan terms are governed by the applicable plan documents and company policies.
Where This Can Lead
Our goal is not simply to fill an entry-level position. We want to develop someone who can progress from learning the fundamentals of the business to becoming a trusted financial professional who works directly with clients and ultimately develops and manages client relationships.
Financial Planning → Client Meetings → Relationship Management → Business Development → Financial Advisor
For someone interested in eventually pursuing CFP® certification, the experience gained in this position can also provide meaningful exposure to comprehensive financial planning.
Why Aspire Wealth Group?
At Aspire Wealth Group, our work centers on helping individuals and families pursue their financial goals through thoughtful financial planning, high-quality investment solutions, and a high level of personal service. You will join a collaborative team where you can:
- Learn directly from experienced financial professionals
- Gain meaningful exposure to real client situations
- Develop both technical and interpersonal skills
- Learn multiple aspects of the wealth management business
- Build a professional network in South Jersey
- Grow within an established team rather than trying to build a financial practice entirely on your own
Who Should Apply?
You may be a strong candidate for this opportunity if you know you want a career in finance but also want work that allows you to build relationships and make a meaningful impact. You may also be interested in wealth management but prefer to learn the business as part of an established team rather than trying to figure everything out on your own.
If you are graduating soon or recently graduated and want to explore a long-term career in financial planning and wealth management, we would like to hear from you.
How to Apply
Apply through Handshake with your résumé. A cover letter is welcomed but not required. Please use your résumé or application materials to highlight relevant coursework, internships, leadership, client-service experience, community involvement, and your interest in financial planning or wealth management.
Aspire Wealth Group is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.
Disclosure: Aspire Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, where applicable.