JOIN OUR TEAM
BRING VALUE TO UNDERSERVED COMMUNITIES
We understand what it takes to create value and build wealth at Achilles Wealth Management. The value of AWM is the company’s ability to attract and retain the most talented and motivated professionals in the industry. Are you interested in learning more?
CAREERS
We’re a virtual firm based in South Florida.
We seek to align our client's financial goals with their mission, vision, and values. If you are passionate about helping minority business owners succeed, we would love for you to consider Achilles Wealth Management as your home for delivering exceptional value to successful business owners.
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We would love to hear from you! Apply today!
CLIENT SERVICES ASSOCIATE
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Provides non-advice-related support to clients, including:
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Preparing standard client reports.
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Maintaining contact with clients to provide or obtain updated information.
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Scheduling client meetings.
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Responding to administrative client queries.
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Resolves basic and routine client account issues.
FINANCIAL PLANNER/ADVISOR
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Provides financial planning services.
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Serves as an in-house expert on financial planning issues.
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Actively manages a client portfolio using individual securities or a combination of securities and third-party managers.
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Participate in or lead the development of an investment strategy.
