Wealth Associate

Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

Requirements

• 1–5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
• Strong attention to detail and follow-through
• Comfort working in a structured, execution-heavy role long-term
• Excellent written and verbal communication skills
• Ability to manage multiple priorities without sacrificing accuracy
• Proficiency in Microsoft Office (CRM experience a plus)
• Positive, professional demeanor with strong client-facing instincts

Benefits

• Competitive base salary
• 10% bonus opportunity
• Health, dental, vision, and life insurance
• 5% 401(k) match + 2% profit-sharing
• 20 days PTO + 10 paid holidays