Join Our Team

Open Position: Wealth Management Assistant

Wealth Management Assistant Job Description

Help clients pursue their goals while advancing your career and growing your business. Learn more about the tools, resources, and support you’ll have access to when you join Vance Financial Group.

Experience the Difference When You Can Put Your Clients First

At Vance Financial Group, we value helping others above all else. When you join our team, you become part of a transparent and goals-driven group of professionals who make every client a priority. From our flexible strategies to our highly personalized approach, we empower you to provide high-quality service with every interaction.

Get Flexible Solutions to Support Your Business

We value and actively support the independence of our advisors with flexible affiliation models and agile solutions. This means you get to do business your way but with access to resources, tools, and solutions to power your practice and help you better serve your clients.

Provide Client-First Service

Our financial professionals enjoy flexibility and the autonomy to prioritize the needs of their clients. Rather than pushing proprietary products, you can align your recommendations with your clients’ needs and preferences, choosing the best-fit solutions for each unique situation.

Grow Your Career and Business

Join a passionate team that’s devoted to providing financial professionals with robust and personalized resources and guidance. Get the personal and professional support you need to for a purposeful career and thriving business.

New Advisors

Support Staff

Exiting & Transitioning Advisors

Comprehensive Practice Management Tools

Human
Resources

Managing a team can be tough. We offer a variety of HR resources to reduce your load so you can focus on providing high-quality services.

Practice Development

Ready to grow your business? Our marketing resources help you develop personalized strategies to reach a larger audience.

New Client Onboarding

We can provide a seamless onboarding process so you and your new clients have a smooth experience from start to finish.

Back Office Support

Are you wasting time on administrative tasks? Our dedicated team can assist with tasks such as account opening and compliance reporting to free up your time.

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Our Approach

Our commitment to open, honest dialogue establishes a strong foundation to help clients pursue their goals and navigate life’s changes with a confident plan for the future.

How We Work

Who We Work With

We help individuals, families, and business owners pursue their ideal lifestyle and legacy with honest guidance and custom strategies for every life stage.

Discover Our Clients

Contact Us

Get in touch today to learn more about how our honest, goals-driven approach can help you pursue your goals with confidence and clarity, even when life changes.

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