Associate Wealth Advisor
PT&C Group LLCCalifornia, United States
Posted October 28, 2025
75000 - 90000 USD year
Full Time
About the Company
PT&C Group LLC is a professional services firm that provides tax, accounting, assurance, IT consulting, and wealth management solutions to small and medium-sized businesses and their owners. The company supports clients with comprehensive financial and advisory services, enabling them to achieve growth and compliance.
Job Description
Platform Accounting Group is seeking a motivated and resourceful Associate Wealth Advisor to join their team. This role involves managing client relationships, participating in advanced planning (investment, retirement, estate planning, tax), and providing excellent client service. The firm offers a dynamic work environment and a focus on work/life balance.
Requirements
- 1+ years of financial services experience
- Core knowledge of financial industry, financial products, and financial planning concepts
- Bachelor's Degree
- Series 65 license within 120 days of employment
- Clean U4 background check
- Self-motivation and ability to work independently
Benefits
- Competitive compensation
- 401k and medical benefits
- Firm sponsored continuing education
- Base salary range
