SWWM is growing! We are looking for talented, driven, sharp minds to add to our team. If you are interested in starting a career in finance, review our current openings and apply. We look forward to meeting you!
The Associate Advisor
Associate Advisors will assist in providing financial life planning experience, the highest level of service, and behavioral change support. Associates main goal is to help the firm grow by increasing efficiency, capacity, and feeling of ease for the whole team, as well as our clients.
The PA will work with all members of the team, clients, and will interact directly with the Principal.