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.
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 is a position requiring 0-2 years of experience that works closely with the Chief Investment Officer (CIO) and Asset Management team to complete in-depth research and analysis to support the firm’s portfolio monitoring process. Additionally, you will use statistical and data modeling techniques and tools to provide insights on the firm’s equity investments, economics, and capital markets.
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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 conducting both comprehensive and targeted financial needs analyses using the firm’s financial planning software, while supporting and managing client relationships through ongoing communication. With mentorship from our advisor team, you will help clients track progress toward and advance their financial goals and objectives established through our financial planning process.
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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 supporting 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.
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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.
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