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, client service, 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
Paraplanner
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Wealth Management team by hiring a Paraplanner.
The Paraplanner will support the firm’s Wealth Advisors in the financial planning process and assist with CRM tasks. You will also be responsible for preparing materials for client meetings, participating in those meetings, and maintaining strong client relationships through ongoing support and timely follow-ups on action items.
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Wealth Management
Client Service Associate
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Wealth Management team by hiring a Client Service Associate.
The Client Service Associate will work closely with the firm’s Wealth Advisors and Client Service team by responding to client inquires, completing client onboarding and account maintenance tasks, and developing quality relationships with our custodians.
Click the Button 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 team by hiring a Research Associate.
The Research Associate will work closely with the firm’s Chief Investment Officer (CIO) and Asset Management team to complete in-depth research and analysis to support the firm’s portfolio monitoring process. You will use statistical and data modeling techniques and tools to provide insights on the firm’s equity investments, economics, and capital markets.
Click the Button below to see the attached job description for details.