Join Our Growing Team!

Company: Steward Wealth Strategies 

Location: Raleigh, NC 

Position Type: Full Time; On Site 

 

About Steward Wealth Strategies:

Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. We provide comprehensive financial planning and wealth management across investment, retirement, tax, protection, estate, and generosity planning.  

Our approach is rooted in biblical stewardship, purpose-driven planning, long-term investing, and a genuine desire to serve our clients well. We believe financial planning should be about more than managing money—it should help people make thoughtful decisions, care for their families, live with purpose, and steward what God has entrusted to them.  

We are a collaborative, team-oriented firm that values excellence, personal responsibility, continuous growth, and taking exceptional care of our clients.  

 

Job Summary:

We are seeking a motivated and detail-oriented Wealth Associate to join our team. The successful candidate will actively engage in client relationships, develop financial plans, and provide investment and insurance analysis under the supervision of a Wealth Manager. This role is a key step in Steward Wealth Strategies’ advancement track and is designed for individuals pursuing the Certified Financial Planner (CFP®) designation. 

Key Responsibilities:

Client Facing

  • Actively engage with clients alongside a Wealth Manager, supporting relationship management.

  • Assist in developing comprehensive financial plans and providing tailored recommendations.

  • Conduct investment and insurance analysis under the direction of a Wealth Manager.

  • Participating in client meetings, preparing and presenting supporting materials as needed.

Financial Planning & Analysis

  • Gather, analyze, and organize client data to support wealth management strategies.

  • Prepare detailed financial projections and scenario analyses.

  • Support investment research and planning recommendations.

Operational Support

  • Maintain accurate and confidential client records in the firm’s CRM system.

  • Collaborate with Wealth Managers and Client Service Associates to ensure exceptional client service and meeting preparation.

  • Assist in implementing financial plans and tracking client progress toward goals.

Requirements:

  • Alignment with company core values: Integrity, Growth, Accountability, Teamwork, and Empathy.

  • Familiarity with Dave Ramsey financial principles, including budgeting, savings, debt management, and investing.

  • A willingness to apply the above principles in one’s personal life.

  • Strong communication and interpersonal skills with a client-centered approach.

  • Highly organized, detail-oriented, and able to balance multiple tasks.

  • A heart for learning, growth, and serving others.

Preferred Qualifications:

  • Bachelor’s degree in Finance, Business Administration, or related field.

  • Progress toward or completion of CFP® coursework.

  • Experience in financial planning, investments, or wealth management.

  • Working knowledge of financial products, retirement planning, and insurance solutions.

  • Proficiency in Microsoft Office Suite and CRM software.

  • SIE, Series 7, and Series 66 licenses.

  • Has attended or facilitated Financial Peace University.

Benefits:

  • Competitive salary and bonus potential. 

  • Insurance coverage options include: 

    • Health, Vision, and Dental  

    • Life, Disability (short and long-term)  

  • Retirement plan with company matching and immediate vesting. 

  • Paid time-off and holidays. 

  • Professional development opportunities. 

  • A supportive and collaborative work environment. 

 

How To Apply:

 

Please submit your resume along with a brief cover letter explaining why you believe you would be a strong fit for this role and for Steward Wealth Strategies via the form below. You may also email Bethany@Steward-Wealth.com.

 

Wealth Associate

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