Careers at Embrace Wealth Management

We help people find their way to financial freedom, and we'd love for you to be a part of that journey with us. We believe in fresh ideas and making sure everyone feels welcome and has a chance to shine. When you join our team, you'll find a supportive place where your talents will directly help our clients live better financial lives.

Closed Job Openings

Associate Paraplanner

We're looking for a passionate individual to support our clients and financial advisory team. This role is all about owning client requests and creating a seamless experience. You'll build strong relationships and deliver exceptional service, being involved in nearly all client interactions.

What You'll Be Doing

  • Own Client Onboarding & Maintenance: Guide clients, collect info, and ensure regulatory compliance.

  • Provide Daily Operational Support: Handle administrative tasks, money transfers, and account upkeep.

  • Handle Client Service Requests: Process accounts, transfers, forms, and support advisors.

  • Coordinate Follow-Up: Complete tasks from client meetings and calls.

  • Assist with Compliance: Help with client correspondence and reporting.

  • System Navigation: Confidently use Redtail CRM and LPL Financial ClientWorks.

Who We're Looking For

The ideal candidate is a people person with strong attention to detail. You'll share our core values of excellence, ownership, integrity, accountability, innovation, and "team above self." We're looking for someone who is:

  • Excellent Communicator: Professional and effective with clients and team.

  • Positive Attitude: Aligns with our mission to help clients live better lives.

  • Resourceful: Great at problem-solving and learning new things.

  • Adaptable: Comfortable with change and shifting priorities.

  • Tech-Savvy: Proficient in MS Office (Excel, Word, PowerPoint, Outlook).

Closed Job Openings

Internship: CRM Migration Project

Are you looking for an internship where you can make a real difference and gain valuable technical skills? We're on the hunt for a temporary Intern to help us with an important project. This is a fantastic opportunity to get hands-on experience with client relationship management (CRM) software and data migration.

What You'll Be Doing

As our Intern, you'll be the star of our CRM Migration Project. Your main mission will be to:

  • Migrate Client Data: Carefully and accurately transfer client information from our current system (InvestCloud/RetireUp) to our new platform (RightCapital). This means ensuring all data is moved correctly and securely.

  • Ensure Data Integrity: Double-check that all information is accurate and complete after the transfer, helping us maintain top-notch client records.

  • Support System Transition: Work closely with our team to help make this transition smooth and efficient.

Who We're Looking For

This internship is perfect for someone who is:

  • Extremely Detail-Oriented: You have a keen eye for accuracy and don't miss a thing.

  • Highly Organized: You love making sure everything is in its right place and following a systematic approach.

  • Tech-Savvy: Comfortable learning new software quickly and troubleshooting minor issues.

  • Self-motivated: Able to work independently on well-defined tasks with clear instructions.

  • Eager to Learn: Excited to dive into a new project and take on a challenge.