Licensed Assistant

Essential Wealth Group is looking for a detail-oriented, proactive, and client-focused Licensed Assistant to join our team!

As a Licensed Assistant, you will play an important role in supporting our advisors and delivering an exceptional client experience. This position is ideal for someone who enjoys working in a collaborative environment, values accuracy and organization, and is passionate about helping clients achieve their financial goals.

Key Responsibilities

• Support advisors with client portfolio reviews, investment research, and trade execution.
• Maintain accurate client records, account documentation, and regulatory compliance.
• Respond to client inquiries and coordinate account transactions, including deposits, withdrawals, and transfers.
• Assist with reports, marketing initiatives, and business development opportunities.
• Identify ways to improve client service, streamline processes, and enhance office efficiency.
• Collaborate with the team to maintain high service standards and contribute to a positive, supportive work environment.

What We’re Looking For

• A licensed professional with strong attention to detail and organizational skills.
• Excellent communication and client service abilities.
• Strong critical-thinking and problem-solving skills.
• A proactive approach, with the ability to take initiative and manage competing priorities.
• A collaborative mindset and commitment to ongoing professional development.

Hours of Work

• Monday–Thursday: 8:30 a.m.–5:00 p.m.
• Friday: 8:30 a.m.–4:00 p.m.

At Essential Wealth Group, we value teamwork, open communication, and continuous improvement. We’re excited to welcome someone who shares our commitment to providing thoughtful, personalized service to our clients.

Pay: From $55,000.00 per year

Benefits:

• On-site parking

Work Location: In person