Wealth Management Youth Apprentice

Vesta CPAS SC • Fond du Lac, WI

24d

About The Position

PURPOSE
The Wealth Management YA is responsible for learning and applying their technical skills and working as part of a team carrying out tasks under close coaching and supervision.

Requirements

• High school junior or senior
• Interest in business, finance, insurance, or wealth management
• Organized, responsible, and detail-oriented
• Professional demeanor and strong communication skills
• Ability to maintain confidentiality

Responsibilities

• Navigate company CRM, financial planning tools, and document management systems.
• Maintain and update client data accurately and confidentially.
• Provide administrative support including scheduling, document preparation, and file organization.
• Support prospecting efforts through research and data gathering.
• Assist with client retention activities and meeting preparation.
• Prepare client-ready documents and financial summaries for advisor review.
• Support simple client service requests under supervision.
• Follow internal policies and regulatory compliance standards.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED