At Haas Financial Group, we believe financial planning is deeply personal work. Technical expertise matters, but so does empathy, communication, curiosity, and the ability to build long-term trust with the families we serve. 

As our firm continues to grow, we anticipate future opportunities for experienced advisors who are looking to join a collaborative, relationship-focused team environment. Our Wealth Manager Associate role is designed for someone who is ready to take an active role in client relationships, financial plan development, and ongoing advice delivery. This individual would work closely with firm leadership while helping guide clients through important financial decisions with clarity and care. 

We are especially drawn to professionals who value: 

  • personalized advice over sales  
  • collaboration over competition  
  • continuous learning and growth  
  • the human side of financial planning  

While we may not always be actively hiring for this position, we are always open to connecting with thoughtful professionals who feel aligned with our philosophy and approach. If that sounds like you, we’d welcome the opportunity to learn more about your story. 

Qualifications and Critical Skills  

  • Certified Financial PlannerTM with 5+ years of experience in financial services  
  • Excel and eMoney software experience   
  • Strong organizational skills and attention to detail  
  • Excellent written and verbal communication skills  
  • Commitment to personal growth with a willingness to learn and be coached  
  • Inter-personal skills, technical skills and the desire to be a part of a team  
  • Ability to prioritize tasks and handle fast-paced, sometimes stressful situations  
  • Identify as an empathetic, problem-solver  

Job Responsibilities:  

  • Preparing for and assisting with client reviews and service requests through the HFG Client Service Model  
  • Attending client meetings with the expectation to lead certain relationships within a short period of time  
  • Designing and updating financial planning advice for new clients  
  • Executing on internal financial planning and client service workflows  
  • Assisting with implementation of financial planning and asset management recommendations  
  • Helping draft educational content  
  • This position is not a sales position, nor are you expected to source your own clients  

How we compensate our Wealth Managers 

  • Starting salary determined by your credentials, which designations you hold, and the years of experience you have leading client relationships  
  • In addition to salary, Wealth Managers share in 60% of the revenue generated by the clients they are assigned to  
  • Haas Financial Group also provides bonuses through year-end profit sharing for all team members, healthcare, a company retirement plan, paid time off and the flexibility to work-from home part-time