Join Our Team
Information About How to Join Our Team at Good Wealth Management
About Good Wealth Management
Not your grandfather’s stockbroker. We are a full-service wealth management firm with offices in Harrisonburg, VA and Fairfax, VA. We provide top notch service to clients in 22+ states: we pride ourselves on being completely independent and we are closely aligned with our clients –not the interests of a corporate entity. Through our Hybrid RIA Branch, we have agreements with custodians such as Charles Schwab, Fidelity and LPL Financial. And we love technology.
Associate Financial Advisor – Harrisonburg
Interested in working in a small firm environment?
The Associate Financial Advisor will support the firm’s lead advisor in managing existing and new client relationships. He/she will assist in various projects including portfolio reviews and updating financial plans and retirement projections as needed. The AFA will be involved in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations as well as post-client meeting tasks such as developing meeting notes, preparing follow up letters, and coordinating follow up tasks. The AFA will assist with trading and re-balancing of client accounts, and maintaining accurate client data in our CRM and document management software.
The ideal candidate is a team player; he/she is a hard-working professional with a great personality who will contribute positively to the company’s values, mission, and culture.
* Qualifications. At a minimum, Bachelor’s degree from an accredited university, 2+ years of relevant experience in the financial services/investment management industry. Well above average intellectual curiosity and emotional intelligence. Excellent communication skills and attention to detail. Must be a self-starter with the ability to work independently and as part of a team. Series 7 and 66, or committed to obtaining within 120 days of hiring.
Interested? Please send your contact info to Dan Uribe, Managing Partner, at firstname.lastname@example.org and we will **confidentially** start the conversation. We offer competitive salary and benefits.
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