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 Katherine.

Current Positions Available


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
    • Series 63 and 65 or 66
  • Owns their own book of business
  • 5+ years of experience as a Wealth Advisor

 

Client Service Associate
We are looking for a bright, organized professional with experience in the financial planning industry.  Knowledge and skills required for this position include:

  • Ideally 2+ years of experience
  • Series 7 license or willingness to obtain
  • Detail oriented with superior organizational skills
  • Team player
  • Exceptional interpersonal and client service skills

 

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 Katherine.