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Experienced Financial Advisor

Experienced Financial Advisor

Are you an Experienced Financial Advisor who thrives on providing excellent service to help your clients meet their financial goals? Take the next step in your career and join the Stein Wealth Advisors team! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, excellent communications skills, and a meticulous eye for detail. If this sounds like you, please read the job description by clicking the link below and apply today by emailing your resume to info@steinwealth.com.

Executive Administrative Assistant

Executive Administrative Assistant

We are seeking a dynamic and highly organized Executive Administrative Assistant to support our team of elite financial advisors. The ideal candidate will be proactive, detail-oriented, and possess exceptional communication and multitasking skills. This role requires a high level of discretion, professionalism, and the ability to handle sensitive information with confidentiality. At Stein Wealth Advisors we value teamwork and have a culture of making things better for clients at every opportunity.  Our core values are to “Get” Clients, Get Better, Get Results & Get Excited! If this sounds like you, please read the job description by clicking the link below and apply today by emailing your resume to info@steinwealth.com.

Service Advisor

Service Advisor

We are seeking a dynamic and highly organized Service Advisor to join our team. The ideal candidate will possess a strong background in finance, exceptional interpersonal and communication skills, and the ability to effectively manage client relationships. The ability to work independently and as part of a team, as well as a commitment to continuous learning and professional development, are also important qualities for this role.  At Stein Wealth Advisors we value teamwork and have a culture of making things better for clients at every opportunity.  Our core values are to “Get” Clients, Get Better, Get Results & Get Excited! If this sounds like you, please read the job description by clicking the link below and apply today by emailing your resume to info@steinwealth.com.

Associate Advisor

Associate Advisor

We are seeking an Associate Advisor who thrives  in a fast-paced environment and enjoys working with clients to develop personalized financial plans. The ideal candidate will have strong communication and analytical skills, attention to detail, and a passion for helping others achieve their financial goals. A background in finance, economics, or a related field is preferred, along with relevant education such as a Series 7 and 66 security licenses.  Our core values are to “Get” Clients, Get Better, Get Results & Get Excited! If this sounds like you, please read the job description by clicking the link below and apply today by emailing your resume to info@steinwealth.com.

Join Our Team

Join Our Team

We want to hear from you if you're interested in joining a thriving team that values your expertise and commitment to delivering personalized financial services. Please take a look at the job description below and our core values, and then apply today by emailing info@steinwealth.com. Let's work together to help our clients achieve their financial goals!

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Our Values

Our Values

We have a culture of making things better for clients at every opportunity. Our mantra is to go above and beyond, whether it's an in-depth understanding of a client's financial situation or being there for them in joyful and difficult personal situations. It's the little things that matter. Our standards show through in the way we interact with clients.

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