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
Associate Wealth Advisor
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Advisor team by hiring an Associate Wealth Advisor.
The Associate Wealth Advisor is a position requiring 3+ years of experience and will be responsible for supporting our Wealth Advisors by developing in-depth investment policy statements and maintaining ongoing communication with the Asset Management team to ensure that clients’ investment needs and objectives are met.
Click the Button below to see the attached job description for details.
Wealth Management
Financial Planning Associate
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Advisor team by hiring a Financial Planning Associate.
The Financial Planning Associate is an entry-level position responsible for support the firm’s Wealth Advisors by assisting in the development of comprehensive financial needs analyses, proactively conducting client analyses, and preparing targeted financial planning insights.
Click the Button below to see the attached job description for details.
Wealth Management
Client Service Associate
Monte Financial Group, LLC is hiring! Our growing firm is looking to expand our Client Service team by hiring a Client Service Associate.
The Client Service Associate is an entry-level position that works closely with clients, their investment custodians, and our team of wealth advisors providing a wide range of servicing needs such as responding to client inquiries and completing client onboarding and account maintenance tasks.
Click the Button below to see the attached job description for details.