Wealth Advisor Associate

Are you a consummate professional driven by excellence and integrity? Do you thrive in dynamic environments and embrace change as an opportunity for growth? Are you an eager learner with an insatiable intellectual curiosity, ready to inspire others on your journey to constant growth? If so, INPAC WEALTH is looking for you.

Who We Are:

Founded in 2013, INPAC Wealth is a forward-thinking independent, client-centric wealth management firm committed to making a positive and lasting impact on our clients’ lives. At INPAC Wealth, we build lifelong partnerships with our clients, grounded on flexible holistic plans focused on clients’ “Dreams.” We customize and adapt our plans for our clients, ensuring resilient solutions at each stage of their lives. INPAC Wealth is a fast-growing firm aiming to provide career development opportunities from entry-level to Executive-level.

What We’re Looking For:

• Consummate Professionals: Highly competent individuals with strong integrity in their professional conduct.
• Change Favorable Individuals: Adaptable, change-welcoming individuals who thrive in dynamic work environments.
• Eager Learners: Continuous learners with intellectual curiosity who strive for constant growth and inspire others.

Why Join Us:

• Work with Fellow A-Players: Join a team of driven, high-performing professionals who are dedicated to excellence.
• Dynamic Environment: Thrive in a fast-paced, growth-oriented firm where change is embraced.
• Career Development: Take advantage of robust career development opportunities from entry-level to Executive-level positions.
• Client Impact: Make a meaningful difference in clients' lives by helping them achieve their dreams.

Key Responsibilities:

The Wealth Advisor Associate supports the Principal Wealth Advisor by guiding clients through the INPAC WEALTH Client Experience. Together, they create customized, resilient, and adaptable financial plans to fit each client's specific needs now—and in the future. At INPAC WEALTH, we believe that building wealth is not just about Accumulating assets, but also about Protecting, Distributing and Transferring them effectively and efficiently. After implementing their plan, our Wealth Advisor Associate will continually review them to ensure that each client's plan grows and changes with them.

Requirements

Qualifications:

• Bachelor’s Degree in Business preferred, but not required

Compensation:

• Commensurate with experience

Schedule:

• Full-time
• Monday to Friday: 8:00am to 4:00pm
• In-Person

Benefits

• Comprehensive medical and dental benefits
• 19 paid holidays
• Paid time off