Join Us at Monte Financial Group LLC!
Job Opportunities
We are currently looking to add talent to our experienced team of professionals. If you are passionate about financial planning or investment management and like working in a collaborative team environment, check out our current openings below.
If you are interested in any of the roles listed below you can email us at benjamin.monte@montefinancialgroup.com and attach a copy of your resume.
Wealth Management
Associate Wealth Advisor
Monte Financial Group LLC is hiring! Our growing firm is looking to expand our Wealth Management division by hiring an Associate Wealth Advisor.
The Associate Wealth Advisor is expected to help clients establish financial goals through our financial planning process and assist them in achieving those goals through periodic communication.
Click the Link Below to see the attached job description for details
Asset Management
Research Associate
Monte Financial Group LLC is hiring! Our growing firm is looking to expand our Asset Management division by hiring a Research Associate.
The Research Associate (RA) will work closely with the Chief Investment Officer (CIO) and Asset Management team to complete qualitative/quantitative research and analysis to assist in the portfolio decision-making process. An RA will use statistical, and data modeling techniques and tools to provide insights on in-house equity investments, economics, and capital markets.
Click the Link Below to see the attached job description for details
Wealth Management
Client Service Associate/Paraplanner
Monte Financial Group LLC is hiring! Our growing firm is looking to expand our Wealth Management division by hiring a Client Service Associate/Paraplanner.
The Client Service Associate/Paraplanner will be expected to develop an expertise in client service responsibilities, create a trusted relationship with our client base, develop effective client communication skills, and begin the path toward achieving the Certified Financial Planner™ designation.
Click the Link Below to see the attached job description for details
Job Description- Client Service Associate-Paraplanner