Our firm is ready to expand our team! We are currently in search of a Wealth Manager Associate to help in financial plan development for new clients and to take the lead on servicing several long-standing client relationships.  As a growing financial advisory business, we are looking for a seasoned candidate ready to jump into this role with both feet! If you think this job could be for you, please send an email to [email protected] with your resume and a short video introducing yourself, describing what makes you the best we can hire and why you would like to join our team. We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.

• Certified Financial Planner^TM with 5+ years of experience in financial services
• Excel and eMoney software experience
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Commitment to personal growth with a willingness to learn and be coached
• Inter-personal skills, technical skills and the desire to be a part of a team
• Ability to prioritize tasks and handle fast-paced, sometimes stressful situations
• Identify as an empathetic, problem-solver

About Haas Financial Group

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