At Haas Financial Group, there are multiple paths to becoming a Wealth Manager. While the technical side of planning is important, we believe the client experience matters just as much as the financial advice itself. Helping people feel heard, cared for, organized, and supported during important life and financial decisions is a meaningful responsibility, and one that requires empathy, communication, attention to detail, and a genuine desire to help others.  

As our firm continues to grow, we anticipate future opportunities for early-career individuals in finance who are energized by building relationships, solving problems, staying organized, and helping clients implement advice through a thoughtful and personal client experience. 

What This Role May Involve 

  • Supporting ongoing relationships with clients and helping deliver a high-touch service experience  
  • Assisting with meeting preparation, follow-up, and implementation of advice  
  • Helping clients navigate technology and paperwork  
  • Maintaining internal systems, workflows, and organization across the team  
  • Participating in client meetings in a support and coordination role  
  • Assisting with creation and delivery of educational resources and communication efforts  
  • Helping ensure no client feels lost, forgotten, or overwhelmed during important financial decisions 

While we may not always be actively hiring for this position, we are always interested in connecting with thoughtful individuals who feel aligned with our mission and approach. If this role and philosophy resonate with you, we’d welcome the opportunity to learn more about your story and background. Please feel free to send your resume, LinkedIn profile, or a brief introduction to info@haasfinancialgroup.com 

Qualifications and Critical Skills 

  • Bachelor’s degree in Personal Financial Planning or Finance/Accounting  
  • Communicates clearly, professionally, and empathetically  
  • Enjoys building relationships and helping others feel supported  
  • Is highly organized and detail-oriented  
  • Takes ownership of responsibilities and follows through consistently  
  • Can manage multiple priorities and maintain calm in a fast-paced environment  
  • Enjoys problem-solving and helping move processes forward  
  • Is intellectually curious and open to coaching and growth  
  • Works well independently while also valuing collaboration and teamwork  
  • Is comfortable learning technology systems and workflows  
  • Has strong interpersonal and emotional intelligence skills  

Over time, this role may shift to Financial Planner or Wealth Manager Associate.