Wealth Advisory Associate
About Us
Vardhan Wealth Management is a rapidly growing Michigan-based independent wealth management firm dedicated to helping individuals and families achieve their long-term financial goals through comprehensive, client-first service. We pride ourselves on our personalized approach, exceptional client experience and strong team-oriented culture.
We are seeking a highly motivated, detail-oriented Wealth Advisory Associate who shares our commitment to professionalism and excellence, has a strong interest in becoming a part of our collaborative work environment and is eager to contribute to our continued growth and success.
This role is ideal for someone who enjoys building relationships, managing details, and acting as the trusted right hand to a busy advisor. You will own the advisor’s calendar, drive meeting preparation, follow-up with clients, and ensure our service experience is seamless and efficient.
This role is an onsite full-time time position (40 hrs./week). This is not a sales position.
This is a unique opportunity to build your career in wealth management with a team that values innovation, mentorship, and growth. You’ll work closely with advisors and support teams, gain hands-on experience, and contribute from day one to delivering an outstanding client experience.
Key Responsibilities
- Own and manage the advisor’s calendar: proactively scheduling, confirming, and organizing all client meetings and calls.
- Serve as the advisor’s right hand: handle inbound calls, resolve client needs, and create a smooth, high-touch client experience.
- Conduct timely follow-up with clients and prospects to move tasks and opportunities forward.
- Prepare and assemble all meeting materials; manage meeting prep workflows and ensure the advisor is fully prepared.
- Maintain accurate client records and data across CRM and planning systems.
- Contribute to process improvements, team projects, and general administrative support.
- Prioritize tasks and manage deadlines with strong organization and follow-through.
Skills/Education
- Proven experience in financial services preferred.
- Bachelor’s or Associate’s degree preferred.
- Ability to multitask and prioritize daily workload.
- Strong computer skills and ability to learn new applications independently.
- Strong written and verbal communication skills, with the ability to follow through on projects.
- Comfortable in sales support, customer service, and relationship building.
Benefits
- Comprehensive medical, dental, and vision insurance.
- 401(k) with company matching.
- Paid holiday, vacation and sick days.
- Opportunities for continuous learning, training, and support for obtaining advanced certifications.
- In addition, this position may be eligible for a discretionary incentive based on individual and company performance.
Pay: From $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
