Jr. Associate Advisor

Job description

JOB SUMMARY: Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We’re a locally rooted firm with a loyal, multi-generational client base - and we’re intentional about how we grow. We’re adding a Junior Associate Advisor to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here. ESSENTIAL DUTIES & RESPONSIBILITIES: You’ll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and h...