Join Our Team
At Prosperwell Financial, we are always looking for great additions to our team. If you are interested in applying for a position, please send your resume and cover letter to info@prosperwell.com.
Wealth Advisor
Licensed Wealth Advisor looking to grow their practice. Ideal candidate will possess:
- Excellent interpersonal skills, attitude and extraordinary client service orientation
- A genuine interest in serving and caring for people
- Excellent organization and time management skills
- A burning desire to succeed
- An ability to handle multiple tasks and stress
- Holds the following licenses:
- Series 7, 63 and 65, or 66
- Owns their own book of business
- 5+ years of experience as a Wealth Advisor
Relationship Manager
The Relationship Manager is a significant role within our team. The RM performs a varying multitude of client services processes and provides internal office support
- Develops and maintains positive working relationship with others
- Actively shares ideas and information on firm roles, responsibilities and systems
- Admits to mistakes immediately and works quickly to resolve issues
- Maintains a high customer service ethic and is passionate about assisting clients
- Assists team members unprompted
- Follows all policies, procedures and compliance requirements
Internship
Throughout the year we have internship opportunities for current college students in both the business administrative and marketing fields. Candidates for the position must possess the following:
- College junior or senior pursuing a business degree
- Able to work 5-15 hours per week
- Availability during business hours
- Commit for a minimum of 6 months
For a full job description, please email info@prosperwell.com.
Applications
To apply, please send an email to info@prosperwell.com with the desired position name within the subject and your resume and cover letter attached.