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, check out our current openings below.
For further inquiry, please email madelyn.monte@montefinancialgroup.com with an attachment of your resume.
Wealth Management
Client Service Representative
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Wealth Management division by hiring a Client Service Representative.
The Client Service Representative responsibilities will include supporting the firm’s Wealth Advisors by responding to client inquires, completing client onboarding and account maintenance tasks, and developing quality relationships with our custodians.
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Wealth Management
Paraplanner
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Wealth Management division by hiring a Paraplanner.
The Paraplanner’s responsibilities will include supporting the firm’s Wealth Advisors in the financial planning process and assisting with CRM tasks. It will also include preparing materials for client meetings, participating in those meetings, and maintaining strong client relationships.
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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 Button below to see the attached job description for details.