TAKE THE NEXT STEPS IN YOUR CAREER
Whether you are an advisor looking to join a fast growing team or an associate ready to take on a new opportunity,
join the EWM Team.
REAL. ACTIVE. SOLUTIONS.
Open Positions
Financial Planning
Associate
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Collaborate with advisors to craft personalized financial plans that make a real difference in clients’ lives.
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Prepare client-ready materials and contribute fresh ideas that help clients reach their goals.
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Be a key part of the team by keeping plans organized, ensuring compliance, and building strong client relationships.
Investment Management
Associate
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Partner with the investment team to research markets, monitor portfolios, and uncover opportunities to drive performance.
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Help prepare client reports and presentations that bring data to life and tell the story behind the numbers.
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Play a vital role in portfolio management by tracking allocations, ensuring accuracy, and supporting day-to-day investment operations.
Operations
Associate
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Assist in account openings, transfers, and ongoing maintenance while ensuring a smooth, accurate, and professional client experience.
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Maintain organized systems, reconcile data across platforms, and support reporting to ensure accuracy and efficiency across the firm.
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Help streamline workflows, support onboarding, prepare client materials, and assist with office initiatives.
Send your resume to Brian Zellers at bnzellers@econwealth.com