Are you passionate about helping individuals and families grow and protect their wealth? We are looking for a proactive, detail-oriented, and client-driven Wealth Management Associate to join our dynamic team. This is your opportunity to make a meaningful impact while advancing your career in financial services.
What Makes This Role Exciting:💼 Client-Centered Work – Build trusted relationships while supporting financial success strategies.
📊 Real Impact – Help manage investment portfolios, retirement plans, and estate strategies.
📈 Career Development – Ongoing mentorship, training, and opportunities to advance into advisory roles.
💰 Competitive Compensation – Base salary with performance-based bonuses and benefits.
- Support senior advisors in client relationship management and investment planning.
- Prepare financial plans, proposals, and client meeting materials.
- Assist with account reviews, investment research, and performance reporting.
- Act as a liaison between clients and internal departments (compliance, operations, investment teams).
- Maintain accurate client records and ensure timely follow-ups.
- Stay current with market trends, financial products, and regulatory updates.
✔ Strong interpersonal and communication skills
✔ Detail-oriented with excellent organizational abilities
✔ Analytical mindset with interest in financial markets and investment strategies
✔ Ability to manage multiple tasks in a fast-paced environment
✔ Experience or education in finance, economics, or business is a plus
✔ Licensing (Series 7/66 or willingness to obtain) is highly preferred
✅ Professional development & paid training
✅ Health, dental, and retirement benefits
✅ Collaborative, high-performance culture
✅ Clear path to growth in wealth management and advisory roles
As a Wealth Management Associate, you’ll be instrumental in delivering exceptional service and financial guidance that empowers clients to reach their goals.
👉 Apply now and take the next step in your finance career.
Top Skills
What We Do
The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.
VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.
MISSION:
Provide agents with the tools, training, and mindset to thrive.
Create a culture rooted in honor, growth, grit, and accountability.
Serve with excellence, integrity, and measurable impact.
We believe our business model is the best-kept secret in sales and the key to building lasting wealth.
Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model
This is only possible in the cash- and time-rich financial services industry.
If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.
Imagine This:
Meet clients only 2–3 times per week (virtually).
Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.
What We DON'T Do:
60+ hour work weeks
Cold calling
Endless networking
Constant prospecting
What We DO:
Help you start part-time or full-time, building your own scalable business.
Provide the best products in today’s financial marketplace.
Hire performers, not backgrounds—we care about your drive and success.
Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.
How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.
